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