CAWM

Capital Advisors Wealth Management’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
2023 Q2	–	Sell	-9,034	Closed	-$217K	–	149
2023 Q1	$217K	Buy	9,034 +423	+5%	+$10.2K	0.06%	121
2022 Q4	$205K	Buy	8,611 +65	+0.8%	+$1.55K	0.06%	121
2022 Q3	$201K	Buy	+8,546	New	+$201K	0.07%	111