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Baker Avenue Asset Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Baker Avenue Asset Management’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,593
Closed -$133K – 1349
2023
Q3 		$133K Sell
5,593
-23,225
-81% -$554K 0.01% 386
2023
Q2 		$689K Hold
28,818
– – 0.03% 223
2023
Q1 		$693K Hold
28,818
– – 0.04% 216
2022
Q4 		$685K Hold
28,818
– – 0.04% 205
2022
Q3 		$677K Hold
28,818
– – 0.04% 208
2022
Q2 		$694K Hold
28,818
– – 0.05% 179
2022
Q1 		$710K Buy
28,818
+3,440
+14% +$86.3K 0.04% 187
2021
Q4 		$651K Hold
25,378
– – 0.03% 199
2021
Q3 		$659K Buy
25,378
+12,313
+94% +$321K 0.04% 166
2021
Q2 		$340K Buy
+13,065
New +$340K 0.02% 201

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