Birchbrook’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $969K | Buy |
38,488
+6,793
| +21% | +$171K | 0.52% | 38 |
|
|
2025
Q1 | $792K | Buy |
31,695
+13,033
| +70% | +$326K | 0.45% | 42 |
|
|
2024
Q4 | $461K | Sell |
18,662
-855
| -4% | -$21.1K | 0.26% | 47 |
|
|
2024
Q3 | $491K | Sell |
19,517
-1,966
| -9% | -$49.5K | 0.27% | 48 |
|
|
2024
Q2 | $526K | Sell |
21,483
-666
| -3% | -$16.3K | 0.32% | 48 |
|
|
2024
Q1 | $542K | Buy |
22,149
+603
| +3% | +$14.8K | 0.32% | 46 |
|
|
2023
Q4 | $527K | Buy |
+21,546
| New | +$527K | 0.35% | 48 |
|