Boston Financial Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $283K | Buy |
12,476
+779
| +7% | +$17.7K | 0.01% | 291 |
|
|
2024
Q3 | $278K | Buy |
11,697
+81
| +0.7% | +$1.93K | 0.01% | 287 |
|
|
2024
Q2 | $264K | Sell |
11,616
-1,680
| -13% | -$38.2K | 0.01% | 297 |
|
|
2024
Q1 | $306K | Buy |
13,296
+2,455
| +23% | +$56.4K | 0.01% | 292 |
|
|
2023
Q4 | $252K | Buy |
+10,841
| New | +$252K | 0.01% | 296 |
|
|
2023
Q1 | – | Sell |
-13,634
| Closed | -$304K | – | 322 |
|
|
2022
Q4 | $304K | Buy |
13,634
+185
| +1% | +$4.13K | 0.01% | 267 |
|
|
2022
Q3 | $293K | Buy |
13,449
+1,127
| +9% | +$24.6K | 0.01% | 260 |
|
|
2022
Q2 | $285K | Buy |
+12,322
| New | +$285K | 0.01% | 252 |
|