Brinker Capital Investments’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $204K | Sell |
8,105
-260
| -3% | -$6.54K | ﹤0.01% | 1891 |
|
2025
Q1 | $209K | Sell |
8,365
-5,774
| -41% | -$144K | ﹤0.01% | 1788 |
|
2024
Q4 | $349K | Buy |
14,139
+1,239
| +10% | +$30.6K | ﹤0.01% | 1481 |
|
2024
Q3 | $325K | Buy |
+12,900
| New | +$325K | ﹤0.01% | 1500 |
|
2024
Q1 | – | Sell |
-24,045
| Closed | -$587K | – | 1752 |
|
2023
Q4 | $587K | Buy |
24,045
+4,257
| +22% | +$104K | 0.01% | 1148 |
|
2023
Q3 | $470K | Buy |
19,788
+9,278
| +88% | +$221K | 0.01% | 1223 |
|
2023
Q2 | $251K | Buy |
+10,510
| New | +$251K | ﹤0.01% | 1474 |
|