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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2M | Buy |
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2025
Q2 | $1.99M | Buy |
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2025
Q1 | $1.92M | Buy |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.74M | Sell |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.61M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $849K | Buy |
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|
2020
Q4 | $839K | Buy |
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|
2020
Q3 | $643K | Buy |
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|
2020
Q2 | $613K | Buy |
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