Boston Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $827K | Buy |
33,475
+1,890
| +6% | +$46.7K | 0.03% | 205 |
|
|
2024
Q3 | $795K | Buy |
31,585
+3,316
| +12% | +$83.4K | 0.02% | 210 |
|
|
2024
Q2 | $692K | Sell |
28,269
-5,406
| -16% | -$132K | 0.02% | 219 |
|
|
2024
Q1 | $824K | Buy |
33,675
+1,080
| +3% | +$26.4K | 0.03% | 209 |
|
|
2023
Q4 | $798K | Sell |
32,595
-7,511
| -19% | -$184K | 0.03% | 205 |
|
|
2023
Q3 | $953K | Buy |
40,106
+768
| +2% | +$18.3K | 0.04% | 180 |
|
|
2023
Q2 | $941K | Sell |
39,338
-1,850
| -4% | -$44.2K | 0.03% | 190 |
|
|
2023
Q1 | $991K | Sell |
41,188
-16,730
| -29% | -$403K | 0.04% | 174 |
|
|
2022
Q4 | $1.38M | Sell |
57,918
-8,132
| -12% | -$193K | 0.06% | 157 |
|
|
2022
Q3 | $1.55M | Buy |
66,050
+13,792
| +26% | +$324K | 0.07% | 143 |
|
|
2022
Q2 | $1.26M | Buy |
+52,258
| New | +$1.26M | 0.05% | 146 |
|