Beacon Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$545K Buy
23,566
+1,269
+6% +$29.7K 0.05% 224
2025
Q4
$521K Buy
22,297
+15
+0.1% +$353 0.05% 229
2025
Q3
$525K Buy
22,282
+155
+0.7% +$3.61K 0.05% 226
2025
Q2
$514K Sell
22,127
-17
-0.1% -$388 0.05% 225
2025
Q1
$511K Hold
22,144
0.06% 220
2024
Q4
$503K Buy
22,144
+42
+0.2% +$973 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 +$567K 0.07% 187

Other funds holding SUSC