Cardinal Point Wealth Management Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.44M	Sell
2022 Q4	$1.66M	Buy
2022 Q3	$626K	Sell
2022 Q2	$679K	Buy
2022 Q1	$456K	Hold
2021 Q4	$475K	Buy