Beacon Pointe Advisors’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
Q4 | $269K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $344K | Sell |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $518K | Sell |
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|
2022
Q2 | $560K | Sell |
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|
2022
Q1 | $585K | Buy |
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|
2021
Q4 | $561K | Buy |
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|
2021
Q3 | $567K | Buy |
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|
2021
Q2 | $285K | Sell |
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|
2021
Q1 | $285K | Buy |
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|
2020
Q4 | $288K | Sell |
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|
2020
Q3 | $291K | Sell |
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|
2020
Q2 | $324K | Sell |
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|
2020
Q1 | $316K | Sell |
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|
2019
Q4 | $324K | Buy |
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|
2019
Q3 | $318K | Sell |
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|
2019
Q2 | $425K | Buy |
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|
2019
Q1 | $314K | Hold |
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|
2018
Q4 | $308K | Buy |
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