Berger Financial Group’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
Q3 | $335K | Buy |
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2025
Q2 | $319K | Buy |
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|
2025
Q1 | $277K | Buy |
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|
2024
Q4 | $253K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $292K | Sell |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $429K | Buy |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $737K | Buy |
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|
2021
Q3 | $746K | Buy |
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|
2021
Q2 | $694K | Sell |
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|
2021
Q1 | $695K | Buy |
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|
2020
Q4 | $261K | Buy |
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