Avantax Planning Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $375K | Buy |
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|
2025
Q2 | $358K | Sell |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $535K | Hold |
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|
2024
Q3 | $545K | Buy |
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|
2024
Q2 | $511K | Sell |
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|
2024
Q1 | $545K | Buy |
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|
2023
Q4 | $526K | Sell |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $852K | Sell |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $876K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.07M | Buy |
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