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
2026 Q1	$356K	Sell	14,192 -130	-0.9%	-$3.28K	0.01%	324
2025 Q4	$361K	Sell	14,322 -514	-3%	-$13K	0.01%	322
2025 Q3	$375K	Buy	14,836 +610	+4%	+$15.4K	0.01%	312
2025 Q2	$358K	Sell	14,226 -7,870	-36%	-$196K	0.01%	318
2025 Q1	$552K	Buy	22,096 +439	+2%	+$10.9K	0.02%	243
2024 Q4	$535K	Hold	21,657	–	–	0.02%	250
2024 Q3	$545K	Buy	21,657 +806	+4%	+$20K	0.02%	242
2024 Q2	$511K	Sell	20,851 -1,396	-6%	-$34K	0.02%	281
2024 Q1	$545K	Buy	22,247 +759	+4%	+$18.5K	0.02%	283
2023 Q4	$526K	Sell	21,488 -54	-0.3%	-$1.29K	0.02%	232
2023 Q3	$512K	Sell	21,542 -14,072	-40%	-$336K	0.02%	222
2023 Q2	$852K	Sell	35,614 -12,511	-26%	-$301K	0.03%	178
2023 Q1	$1.16M	Buy	48,125 +1,496	+3%	+$35.8K	0.05%	150
2022 Q4	$1.11M	Buy	46,629 +9,326	+25%	+$220K	0.04%	154
2022 Q3	$876K	Sell	37,303 -6,866	-16%	-$165K	0.04%	165
2022 Q2	$1.06M	Buy	44,169 +536	+1%	+$13K	0.05%	147
2022 Q1	$1.07M	Buy	+43,633	New	+$1.1M	0.04%	153