Bragg Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $428K | Buy |
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|
2025
Q2 | $380K | Sell |
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|
2025
Q1 | $397K | Buy |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | $372K | Buy |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $319K | Buy |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $219K | Hold |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $243K | Buy |
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