Braun-Bostich & Associates’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	$394K	Sell	17,047 -696	-4%	-$16.3K	0.25%	67
2025 Q4	$415K	Buy	17,743 +812	+5%	+$19.1K	0.26%	67
2025 Q3	$399K	Buy	16,931 +1,766	+12%	+$41.1K	0.25%	71
2025 Q2	$352K	Buy	15,165 +951	+7%	+$21.7K	0.24%	74
2025 Q1	$328K	Sell	14,214 -1,082	-7%	-$24.8K	0.24%	77
2024 Q4	$348K	Sell	15,296 -236	-2%	-$5.47K	0.25%	70
2024 Q3	$370K	Buy	15,532 +675	+5%	+$15.8K	0.26%	65
2024 Q2	$338K	Buy	+14,857	New	+$336K	0.25%	70
2020 Q4	–	Sell	-819	Closed	-$23K	–	192
2020 Q3	$23K	Hold	819	–	–	0.02%	204
2020 Q2	$23K	Buy	819 +174	+27%	+$4.66K	0.02%	158
2020 Q1	$16K	Buy	645 +186	+41%	+$4.91K	0.02%	179
2019 Q4	$12K	Buy	+459	New	+$12.1K	0.01%	222