Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $501K | Sell |
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2023
Q3 | $606K | Sell |
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2023
Q2 | $671K | Sell |
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2023
Q1 | $830K | Sell |
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|
2022
Q4 | $824K | Buy |
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|
2022
Q3 | $811K | Sell |
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2022
Q2 | $930K | Buy |
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|
2022
Q1 | $854K | Sell |
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|
2021
Q4 | $1.09M | Buy |
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2021
Q3 | $1.03M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $836K | Buy |
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|
2020
Q4 | $685K | Buy |
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