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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Sell |
14,226
-7,870
| -36% | -$198K | 0.01% | 318 |
|
|
2025
Q1 | $552K | Buy |
22,096
+439
| +2% | +$11K | 0.02% | 243 |
|
|
2024
Q4 | $535K | Hold |
21,657
| – | – | 0.02% | 250 |
|
|
2024
Q3 | $545K | Buy |
21,657
+806
| +4% | +$20.3K | 0.02% | 242 |
|
|
2024
Q2 | $511K | Sell |
20,851
-1,396
| -6% | -$34.2K | 0.02% | 281 |
|
|
2024
Q1 | $545K | Buy |
22,247
+759
| +4% | +$18.6K | 0.02% | 283 |
|
|
2023
Q4 | $526K | Sell |
21,488
-54
| -0.3% | -$1.32K | 0.02% | 232 |
|
|
2023
Q3 | $512K | Sell |
21,542
-14,072
| -40% | -$334K | 0.02% | 222 |
|
|
2023
Q2 | $852K | Sell |
35,614
-12,511
| -26% | -$299K | 0.03% | 178 |
|
|
2023
Q1 | $1.16M | Buy |
48,125
+1,496
| +3% | +$36K | 0.05% | 150 |
|
|
2022
Q4 | $1.11M | Buy |
46,629
+9,326
| +25% | +$222K | 0.04% | 154 |
|
|
2022
Q3 | $876K | Sell |
37,303
-6,866
| -16% | -$161K | 0.04% | 165 |
|
|
2022
Q2 | $1.06M | Buy |
44,169
+536
| +1% | +$12.9K | 0.05% | 147 |
|
|
2022
Q1 | $1.08M | Buy |
+43,633
| New | +$1.08M | 0.04% | 153 |
|