Bartlett & Co Wealth Management’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 | $1.99M | Buy |
78,959
+2,043
| +3% | +$51.4K | 0.03% | 199 |
|
|
2025
Q1 | $1.92M | Buy |
76,916
+1,451
| +2% | +$36.3K | 0.03% | 195 |
|
|
2024
Q4 | $1.86M | Buy |
75,465
+6,154
| +9% | +$152K | 0.03% | 200 |
|
|
2024
Q3 | $1.74M | Sell |
69,311
-379
| -0.5% | -$9.54K | 0.03% | 208 |
|
|
2024
Q2 | $1.71M | Buy |
69,690
+3,997
| +6% | +$97.9K | 0.03% | 207 |
|
|
2024
Q1 | $1.61M | Buy |
65,693
+1,817
| +3% | +$44.5K | 0.02% | 216 |
|
|
2023
Q4 | $1.56M | Buy |
63,876
+1,762
| +3% | +$43.1K | 0.03% | 228 |
|
|
2023
Q3 | $1.48M | Sell |
62,114
-1,742
| -3% | -$41.4K | 0.03% | 223 |
|
|
2023
Q2 | $1.53M | Sell |
63,856
-370
| -0.6% | -$8.85K | 0.03% | 226 |
|
|
2023
Q1 | $1.55M | Sell |
64,226
-246
| -0.4% | -$5.92K | 0.03% | 194 |
|
|
2022
Q4 | $1.53M | Sell |
64,472
-3,079
| -5% | -$73.2K | 0.03% | 196 |
|
|
2022
Q3 | $1.59M | Buy |
67,551
+1,257
| +2% | +$29.5K | 0.03% | 186 |
|
|
2022
Q2 | $1.6M | Sell |
66,294
-1,659
| -2% | -$40K | 0.03% | 181 |
|
|
2022
Q1 | $1.67M | Buy |
67,953
+3,280
| +5% | +$80.8K | 0.03% | 186 |
|
|
2021
Q4 | $1.66M | Buy |
64,673
+2,136
| +3% | +$54.8K | 0.03% | 195 |
|
|
2021
Q3 | $1.62M | Buy |
62,537
+3,929
| +7% | +$102K | 0.03% | 180 |
|
|
2021
Q2 | $1.53M | Buy |
58,608
+25,914
| +79% | +$675K | 0.03% | 190 |
|
|
2021
Q1 | $849K | Buy |
32,694
+655
| +2% | +$17K | 0.02% | 214 |
|
|
2020
Q4 | $839K | Buy |
32,039
+7,420
| +30% | +$194K | 0.02% | 214 |
|
|
2020
Q3 | $643K | Buy |
24,619
+1,064
| +5% | +$27.8K | 0.02% | 223 |
|
|
2020
Q2 | $613K | Buy |
+23,555
| New | +$613K | 0.02% | 223 |
|