Braun-Bostich & Associates’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 | $352K | Buy |
15,165
+951
| +7% | +$22.1K | 0.24% | 74 |
|
|
2025
Q1 | $328K | Sell |
14,214
-1,082
| -7% | -$25K | 0.24% | 77 |
|
|
2024
Q4 | $348K | Sell |
15,296
-236
| -2% | -$5.36K | 0.25% | 70 |
|
|
2024
Q3 | $370K | Buy |
15,532
+675
| +5% | +$16.1K | 0.26% | 65 |
|
|
2024
Q2 | $338K | Buy |
+14,857
| New | +$338K | 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% | +$4.89K | 0.02% | 158 |
|
|
2020
Q1 | $16K | Buy |
645
+186
| +41% | +$4.61K | 0.02% | 179 |
|
|
2019
Q4 | $12K | Buy |
+459
| New | +$12K | 0.01% | 222 |
|