Carson Wealth (CWM LLC)’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 | $15.9M | Buy |
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|
2025
Q2 | $14.8M | Buy |
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|
2025
Q1 | $12.4M | Sell |
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|
2024
Q4 | $12.6M | Sell |
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|
2024
Q3 | $17.4M | Sell |
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|
2024
Q2 | $20.6M | Sell |
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|
2024
Q1 | $22.8M | Sell |
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|
2023
Q4 | $30.2M | Sell |
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|
2023
Q3 | $32.9M | Sell |
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|
2023
Q2 | $48.3M | Sell |
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|
2023
Q1 | $49.8M | Buy |
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|
2022
Q4 | $38.7M | Sell |
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|
2022
Q3 | $45.8M | Buy |
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|
2022
Q2 | $47.2M | Sell |
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|
2022
Q1 | $53.8M | Buy |
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|
2021
Q4 | $51.8M | Buy |
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|
2021
Q2 | $35.7M | Hold |
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|
2021
Q1 | $35.7M | Hold |
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|
2020
Q4 | $35.7M | Hold |
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|
2020
Q3 | $35.7M | Hold |
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|
2020
Q2 | $35.7M | Hold |
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|
2020
Q1 | $35.7M | Hold |
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|
2019
Q4 | $35.7M | Hold |
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|
2019
Q3 | $35.7M | Hold |
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|
2019
Q2 | $35.7M | Hold |
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|
2019
Q1 | $35.7M | Buy |
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|
2018
Q4 | $1.91M | Buy |
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|
2018
Q3 | $1.8M | Buy |
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|
2018
Q2 | $1.59M | Buy |
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|
2018
Q1 | $788K | Buy |
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|
2017
Q4 | $67K | Buy |
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|
2017
Q3 | $6K | Buy |
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