Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
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 | $1.63M | 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 |
|