Beacon Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
22,127
-17
| -0.1% | -$395 | 0.05% | 225 |
|
|
2025
Q1 | $511K | Hold |
22,144
| – | – | 0.06% | 220 |
|
|
2024
Q4 | $503K | Buy |
22,144
+42
| +0.2% | +$954 | 0.05% | 223 |
|
|
2024
Q3 | $526K | Hold |
22,102
| – | – | 0.06% | 214 |
|
|
2024
Q2 | $502K | Buy |
22,102
+6,437
| +41% | +$146K | 0.06% | 210 |
|
|
2024
Q1 | $360K | Sell |
15,665
-9,969
| -39% | -$229K | 0.04% | 248 |
|
|
2023
Q4 | $597K | Buy |
+25,634
| New | +$597K | 0.07% | 187 |
|