Atria Wealth Solutions’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$591K	Sell	25,445 -172,493	-87%	-$3.93M	0.01%	840
2025 Q1	$4.56M	Sell	197,938 -10,295	-5%	-$236K	0.05%	363
2024 Q4	$4.73M	Sell	208,233 -22,730	-10%	-$526K	0.05%	366
2024 Q3	$5.49M	Buy	230,963 +2,101	+0.9%	+$49.1K	0.06%	321
2024 Q2	$5.2M	Sell	228,862 -3,194	-1%	-$72.3K	0.06%	332
2024 Q1	$5.33M	Buy	232,056 +23,192	+11%	+$532K	0.06%	320
2023 Q4	$4.86M	Buy	208,864 +28,819	+16%	+$637K	0.06%	314
2023 Q3	$3.92M	Sell	180,045 -14,398	-7%	-$321K	0.05%	349
2023 Q2	$4.42M	Buy	194,443 +2,246	+1%	+$51.2K	0.06%	319
2023 Q1	$4.42M	Buy	192,197 +74,590	+63%	+$1.7M	0.07%	294
2022 Q4	$2.62M	Buy	117,607 +1,994	+2%	+$44.1K	0.04%	423
2022 Q3	$2.52M	Buy	115,613 +6,674	+6%	+$155K	0.04%	400
2022 Q2	$2.52M	Buy	108,939 +17,627	+19%	+$418K	0.05%	378
2022 Q1	$2.29M	Buy	+91,312	New	+$2.36M	0.04%	442