Buckingham Capital Management (Ohio)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $324K | Buy |
13,110
+110
| +0.8% | +$2.72K | 0.04% | 109 |
|
|
2024
Q3 | $327K | Hold |
13,000
| – | – | 0.04% | 118 |
|
|
2024
Q2 | $318K | Sell |
13,000
-300
| -2% | -$7.35K | 0.04% | 114 |
|
|
2024
Q1 | $326K | Buy |
13,300
+3,028
| +29% | +$74.1K | 0.04% | 112 |
|
|
2023
Q4 | $251K | Buy |
10,272
+52
| +0.5% | +$1.27K | 0.03% | 109 |
|
|
2023
Q3 | $243K | Buy |
10,220
+575
| +6% | +$13.7K | 0.04% | 104 |
|
|
2023
Q2 | $231K | Sell |
9,645
-550
| -5% | -$13.2K | 0.03% | 103 |
|
|
2023
Q1 | $245K | Sell |
10,195
-2,068
| -17% | -$49.8K | 0.04% | 100 |
|
|
2022
Q4 | $291K | Sell |
12,263
-165
| -1% | -$3.92K | 0.05% | 95 |
|
|
2022
Q3 | $292K | Buy |
+12,428
| New | +$292K | 0.06% | 96 |
|