Axxcess Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Buy |
+9,584
| New | +$223K | 0.01% | 811 |
|
|
2022
Q4 | – | Sell |
-28,014
| Closed | -$610K | – | 682 |
|
|
2022
Q3 | $610K | Sell |
28,014
-9,830
| -26% | -$214K | 0.06% | 272 |
|
|
2022
Q2 | $876K | Sell |
37,844
-10,276
| -21% | -$238K | 0.08% | 205 |
|
|
2022
Q1 | $1.21M | Buy |
48,120
+11,213
| +30% | +$282K | 0.09% | 182 |
|
|
2021
Q4 | $1.01M | Buy |
+36,907
| New | +$1.01M | 0.07% | 210 |
|