CFIA
Cantor Fitzgerald Investment Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
32,617
-4,920
| -13% | -$124K | 0.06% | 140 |
|
|
2025
Q1 | $938K | Sell |
37,537
-4,793
| -11% | -$120K | 0.07% | 130 |
|
|
2024
Q4 | $1.05M | Sell |
42,330
-836
| -2% | -$20.6K | 0.07% | 130 |
|
|
2024
Q3 | $1.09M | Sell |
43,166
-1,552
| -3% | -$39K | 0.07% | 125 |
|
|
2024
Q2 | $1.1M | Buy |
44,718
+2,371
| +6% | +$58.1K | 0.08% | 113 |
|
|
2024
Q1 | $1.04M | Sell |
42,347
-632
| -1% | -$15.5K | 0.08% | 114 |
|
|
2023
Q4 | $1.05M | Buy |
+42,979
| New | +$1.05M | 0.08% | 114 |
|
|
2022
Q1 | $1.72M | Sell |
69,620
-20,774
| -23% | -$512K | 0.08% | 154 |
|
|
2021
Q4 | $2.32M | Buy |
90,394
+9,155
| +11% | +$235K | 0.14% | 126 |
|
|
2021
Q3 | $2.11M | Buy |
81,239
+32,019
| +65% | +$832K | 0.16% | 91 |
|
|
2021
Q2 | $1.28M | Buy |
49,220
+38,589
| +363% | +$1.01M | 0.09% | 101 |
|
|
2021
Q1 | $278K | Hold |
10,631
| – | – | 0.04% | 54 |
|
|
2020
Q4 | $278K | Sell |
10,631
-5,363
| -34% | -$140K | 0.04% | 55 |
|
|
2020
Q3 | $416K | Sell |
15,994
-1,838
| -10% | -$47.8K | 0.07% | 44 |
|
|
2020
Q2 | $464K | Sell |
17,832
-17,107
| -49% | -$445K | 0.08% | 43 |
|
|
2020
Q1 | $871K | Buy |
34,939
+17,669
| +102% | +$440K | 0.16% | 33 |
|
|
2019
Q4 | $439K | Buy |
17,270
+2,648
| +18% | +$67.3K | 0.07% | 37 |
|
|
2019
Q3 | $372K | Buy |
14,622
+3,618
| +33% | +$92K | 0.06% | 39 |
|
|
2019
Q2 | $279K | Buy |
11,004
+1,021
| +10% | +$25.9K | 0.04% | 46 |
|
|
2019
Q1 | $250K | Buy |
+9,983
| New | +$250K | 0.04% | 46 |
|