Buttonwood Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
24,965
+2,290
| +10% | +$52.7K | 0.29% | 23 |
|
|
2025
Q1 | $509K | Sell |
22,675
-119
| -0.5% | -$2.67K | 0.3% | 22 |
|
|
2024
Q4 | $519K | Sell |
22,794
-520
| -2% | -$11.8K | 0.29% | 21 |
|
|
2024
Q3 | $555K | Buy |
23,314
+1,804
| +8% | +$42.9K | 0.33% | 18 |
|
|
2024
Q2 | $484K | Buy |
21,510
+2,288
| +12% | +$51.5K | 0.28% | 23 |
|
|
2024
Q1 | $442K | Buy |
19,222
+7,713
| +67% | +$177K | 0.26% | 25 |
|
|
2023
Q4 | $268K | Hold |
11,509
| – | – | 0.19% | 26 |
|
|
2023
Q3 | $244K | Buy |
11,509
+1,140
| +11% | +$24.2K | 0.18% | 26 |
|
|
2023
Q2 | $235K | Sell |
10,369
-557
| -5% | -$12.6K | 0.2% | 24 |
|
|
2023
Q1 | $251K | Buy |
+10,926
| New | +$251K | 0.25% | 20 |
|