Bragg Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
16,350
-863
| -5% | -$20K | 0.01% | 293 |
|
|
2025
Q1 | $397K | Buy |
17,213
+819
| +5% | +$18.9K | 0.02% | 272 |
|
|
2024
Q4 | $372K | Buy |
16,394
+757
| +5% | +$17.2K | 0.02% | 279 |
|
|
2024
Q3 | $372K | Buy |
15,637
+2,318
| +17% | +$55.1K | 0.02% | 269 |
|
|
2024
Q2 | $303K | Sell |
13,319
-575
| -4% | -$13.1K | 0.01% | 278 |
|
|
2024
Q1 | $319K | Buy |
13,894
+4,664
| +51% | +$107K | 0.01% | 276 |
|
|
2023
Q4 | $215K | Buy |
+9,230
| New | +$215K | 0.01% | 307 |
|
|
2023
Q1 | – | Sell |
-9,825
| Closed | -$219K | – | 321 |
|
|
2022
Q4 | $219K | Hold |
9,825
| – | – | 0.01% | 305 |
|
|
2022
Q3 | $214K | Buy |
9,825
+150
| +2% | +$3.27K | 0.01% | 288 |
|
|
2022
Q2 | $224K | Hold |
9,675
| – | – | 0.01% | 289 |
|
|
2022
Q1 | $243K | Buy |
+9,675
| New | +$243K | 0.01% | 293 |
|