Avidian Wealth Enterprises’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 | $469K | Sell |
18,647
-40
| -0.2% | -$1.01K | 0.02% | 346 |
|
|
2025
Q1 | $467K | Buy |
18,687
+135
| +0.7% | +$3.37K | 0.02% | 319 |
|
|
2024
Q4 | $458K | Buy |
18,552
+5,207
| +39% | +$129K | 0.02% | 314 |
|
|
2024
Q3 | $336K | Buy |
13,345
+131
| +1% | +$3.3K | 0.02% | 375 |
|
|
2024
Q2 | $324K | Buy |
13,214
+119
| +0.9% | +$2.91K | 0.01% | 369 |
|
|
2024
Q1 | $321K | Buy |
13,095
+72
| +0.6% | +$1.76K | 0.02% | 342 |
|
|
2023
Q4 | $319K | Buy |
13,023
+136
| +1% | +$3.33K | 0.02% | 327 |
|
|
2023
Q3 | $306K | Buy |
+12,887
| New | +$306K | 0.02% | 322 |
|