Carr Financial Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $372K | Buy |
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|
2025
Q2 | $317K | Buy |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $304K | Sell |
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|
2024
Q3 | $794K | Buy |
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|
2024
Q2 | $750K | Buy |
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|
2024
Q1 | $757K | Sell |
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|
2023
Q4 | $999K | Hold |
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|
2023
Q3 | $932K | Sell |
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|
2023
Q2 | $1.16M | Hold |
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|
2023
Q1 | $1.17M | Hold |
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|
2022
Q4 | $1.14M | Buy |
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