CAPTRUST Financial Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
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2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $205K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $253K | Sell |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $310K | Sell |
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|
2022
Q4 | $653K | Sell |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $726K | Buy |
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|
2021
Q4 | $693K | Buy |
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|
2021
Q3 | $595K | Buy |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $295K | Buy |
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