Austin Private Wealth’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,337
| Closed | -$255K | – | 286 |
|
|
2024
Q4 | $255K | Buy |
+10,337
| New | +$255K | 0.02% | 229 |
|
|
2022
Q1 | – | Sell |
-8,933
| Closed | -$229K | – | 146 |
|
|
2021
Q4 | $229K | Sell |
8,933
-5,848
| -40% | -$150K | 0.05% | 116 |
|
|
2021
Q3 | $384K | Sell |
14,781
-4,550
| -24% | -$118K | 0.08% | 78 |
|
|
2021
Q2 | $503K | Buy |
+19,331
| New | +$503K | 0.12% | 67 |
|