Avantax Advisory Services’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
Q2 | $289K | Sell |
11,476
-102
| -0.9% | -$2.57K | ﹤0.01% | 1935 |
|
|
2025
Q1 | $289K | Sell |
11,578
-3,510
| -23% | -$87.7K | ﹤0.01% | 1855 |
|
|
2024
Q4 | $373K | Sell |
15,088
-2,172
| -13% | -$53.6K | ﹤0.01% | 1636 |
|
|
2024
Q3 | $434K | Buy |
17,260
+6,401
| +59% | +$161K | ﹤0.01% | 1511 |
|
|
2024
Q2 | $266K | Sell |
10,859
-325
| -3% | -$7.96K | ﹤0.01% | 1773 |
|
|
2024
Q1 | $274K | Buy |
+11,184
| New | +$274K | ﹤0.01% | 1352 |
|