Charter Oak Capital Management’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 | $1.89M | Buy |
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|
2025
Q2 | $1.68M | Sell |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.39M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $910K | Buy |
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|
2023
Q2 | $646K | Buy |
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|
2023
Q1 | $602K | Buy |
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $346K | Buy |
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|
2022
Q2 | $54K | Sell |
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|
2022
Q1 | $117K | Sell |
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|
2021
Q4 | $140K | Buy |
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|
2021
Q3 | $114K | Sell |
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|
2021
Q2 | $151K | Buy |
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|
2021
Q1 | $119K | Hold |
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|
2020
Q4 | $125K | Buy |
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