Cardinal Point Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
73,618
+19,170
| +35% | +$483K | 0.15% | 74 |
|
|
2025
Q1 | $1.36M | Sell |
54,448
-3,185
| -6% | -$79.6K | 0.13% | 78 |
|
|
2024
Q4 | $1.42M | Buy |
57,633
+5,050
| +10% | +$125K | 0.23% | 28 |
|
|
2024
Q3 | $1.32M | Buy |
52,583
+1,940
| +4% | +$48.8K | 0.22% | 28 |
|
|
2024
Q2 | $1.24M | Sell |
50,643
-8,770
| -15% | -$215K | 0.22% | 29 |
|
|
2024
Q1 | $1.45M | Sell |
59,413
-1,310
| -2% | -$32.1K | 0.28% | 23 |
|
|
2023
Q4 | $1.49M | Buy |
60,723
+420
| +0.7% | +$10.3K | 0.36% | 19 |
|
|
2023
Q3 | $1.43M | Hold |
60,303
| – | – | 0.38% | 18 |
|
|
2023
Q2 | $1.44M | Buy |
60,303
+430
| +0.7% | +$10.3K | 0.43% | 18 |
|
|
2023
Q1 | $1.44M | Sell |
59,873
-9,805
| -14% | -$236K | 0.44% | 20 |
|
|
2022
Q4 | $1.66M | Buy |
+69,678
| New | +$1.66M | 0.57% | 18 |
|