BDFN
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Bond & Devick Financial Network’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Bond & Devick Financial Network’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,514
Closed -$223K – 126
2022
Q3 		$223K Sell
9,514
-6,113
-39% -$147K 0.18% 102
2022
Q2 		$376K Sell
15,627
-9,203
-37% -$223K 0.33% 73
2022
Q1 		$612K Buy
24,830
+2,808
+13% +$70.5K 0.49% 49
2021
Q4 		$565K Buy
22,022
+3,329
+18% +$85.7K 0.42% 55
2021
Q3 		$486K Buy
18,693
+5,335
+40% +$139K 0.4% 55
2021
Q2 		$348K Buy
13,358
+2,014
+18% +$52.4K 0.29% 75
2021
Q1 		$295K Buy
+11,344
New +$296K 0.27% 80

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PI
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