Betterment LLC’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33M | Buy |
1,419,635
+183,722
| +15% | +$4.27M | 0.07% | 74 |
|
|
2025
Q1 | $28.5M | Sell |
1,235,913
-113,552
| -8% | -$2.62M | 0.07% | 73 |
|
|
2024
Q4 | $30.7M | Buy |
1,349,465
+197,589
| +17% | +$4.49M | 0.07% | 67 |
|
|
2024
Q3 | $27.4M | Buy |
1,151,876
+114,919
| +11% | +$2.73M | 0.07% | 66 |
|
|
2024
Q2 | $23.6M | Buy |
1,036,957
+366,392
| +55% | +$8.32M | 0.06% | 66 |
|
|
2024
Q1 | $15.4M | Buy |
670,565
+53,770
| +9% | +$1.24M | 0.04% | 67 |
|
|
2023
Q4 | $14.4M | Buy |
616,795
+17,080
| +3% | +$397K | 0.04% | 60 |
|
|
2023
Q3 | $13.1M | Buy |
599,715
+17,701
| +3% | +$385K | 0.04% | 61 |
|
|
2023
Q2 | $13.2M | Buy |
582,014
+101,833
| +21% | +$2.32M | 0.04% | 60 |
|
|
2023
Q1 | $11.1M | Buy |
480,181
+32,871
| +7% | +$757K | 0.04% | 62 |
|
|
2022
Q4 | $9.98M | Buy |
447,310
+72,789
| +19% | +$1.62M | 0.03% | 62 |
|
|
2022
Q3 | $8.67M | Hold |
374,521
| – | – | 0.03% | 70 |
|
|
2022
Q2 | $8.67M | Sell |
374,521
-16,448
| -4% | -$381K | 0.03% | 70 |
|
|
2022
Q1 | $9.83M | Buy |
390,969
+29,433
| +8% | +$740K | 0.03% | 64 |
|
|
2021
Q4 | $9.87M | Buy |
361,536
+84,950
| +31% | +$2.32M | 0.03% | 66 |
|
|
2021
Q3 | $7.61M | Buy |
276,586
+95,075
| +52% | +$2.61M | 0.03% | 65 |
|
|
2021
Q2 | $5.03M | Buy |
181,511
+166,063
| +1,075% | +$4.6M | 0.02% | 72 |
|
|
2021
Q1 | $416K | Buy |
+15,448
| New | +$416K | ﹤0.01% | 117 |
|