Baker Avenue Asset Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$223K Sell
2025
Q1
$235K Sell
2024
Q4
$273K Sell
2024
Q3
$286K Sell
2024
Q2
$305K Hold
2024
Q1
$309K Buy
2023
Q4
$311K Buy
2023
Q3
$283K Buy
2023
Q2
$190K Buy
2023
Q1
$190K Hold
2022
Q4
$184K Buy
2022
Q1
Sell
2021
Q4
$600K Buy
2021
Q3
$599K Buy
2021
Q2
$415K Hold
2021
Q1
$403K Buy
2020
Q4
$319K Buy