BCI
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Brinker Capital Investments’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Brinker Capital Investments’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,105
Closed -$204K – 2121
2025
Q2 		$204K Sell
8,105
-260
-3% -$6.48K ﹤0.01% 1891
2025
Q1 		$209K Sell
8,365
-5,774
-41% -$143K ﹤0.01% 1788
2024
Q4 		$349K Buy
14,139
+1,239
+10% +$30.8K ﹤0.01% 1481
2024
Q3 		$325K Buy
+12,900
New +$321K ﹤0.01% 1500
2024
Q1 		– Sell
-24,045
Closed -$587K – 1752
2023
Q4 		$587K Buy
24,045
+4,257
+22% +$102K 0.01% 1148
2023
Q3 		$470K Buy
19,788
+9,278
+88% +$221K 0.01% 1222
2023
Q2 		$251K Buy
+10,510
New +$252K ﹤0.01% 1474

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