Brio Consultants’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 | $2.76M | Sell |
109,527
-5,859
| -5% | -$147K | 0.4% | 42 |
|
|
2025
Q1 | $2.88M | Buy |
115,386
+8,588
| +8% | +$215K | 0.45% | 39 |
|
|
2024
Q4 | $2.64M | Buy |
106,798
+10,592
| +11% | +$262K | 0.41% | 40 |
|
|
2024
Q3 | $2.42M | Buy |
96,206
+7,509
| +8% | +$189K | 0.39% | 42 |
|
|
2024
Q2 | $2.17M | Buy |
88,697
+11,590
| +15% | +$284K | 0.36% | 41 |
|
|
2024
Q1 | $1.89M | Sell |
77,107
-137
| -0.2% | -$3.35K | 0.32% | 45 |
|
|
2023
Q4 | $1.89M | Buy |
77,244
+9,351
| +14% | +$229K | 0.34% | 44 |
|
|
2023
Q3 | $1.61M | Buy |
67,893
+14,513
| +27% | +$345K | 0.3% | 47 |
|
|
2023
Q2 | $1.28M | Buy |
53,380
+3,742
| +8% | +$89.5K | 0.23% | 51 |
|
|
2023
Q1 | $1.19M | Buy |
49,638
+4,088
| +9% | +$98.4K | 0.22% | 52 |
|
|
2022
Q4 | $1.08M | Buy |
45,550
+4,461
| +11% | +$106K | 0.22% | 51 |
|
|
2022
Q3 | $957K | Buy |
+41,089
| New | +$957K | 0.2% | 52 |
|