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
2026 Q1	$421K	Sell	18,212 -818	-4%	-$19.1K	0.01%	294
2025 Q4	$445K	Buy	19,030 +849	+5%	+$20K	0.01%	285
2025 Q3	$428K	Buy	18,181 +1,831	+11%	+$42.6K	0.01%	284
2025 Q2	$380K	Sell	16,350 -863	-5%	-$19.7K	0.01%	293
2025 Q1	$397K	Buy	17,213 +819	+5%	+$18.7K	0.02%	272
2024 Q4	$372K	Buy	16,394 +757	+5%	+$17.5K	0.02%	279
2024 Q3	$372K	Buy	15,637 +2,318	+17%	+$54.1K	0.02%	269
2024 Q2	$303K	Sell	13,319 -575	-4%	-$13K	0.01%	278
2024 Q1	$319K	Buy	13,894 +4,664	+51%	+$107K	0.01%	276
2023 Q4	$215K	Buy	+9,230	New	+$204K	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%	+$3.47K	0.01%	288
2022 Q2	$224K	Hold	9,675	–	–	0.01%	289
2022 Q1	$243K	Buy	+9,675	New	+$250K	0.01%	293