CTWM
Cherry Tree Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
11,288
-4
| -0% | -$101 | 0.07% | 135 |
|
|
2025
Q1 | $282K | Hold |
11,292
| – | – | 0.07% | 133 |
|
|
2024
Q4 | $279K | Sell |
11,292
-1,804
| -14% | -$44.6K | 0.07% | 137 |
|
|
2024
Q3 | $329K | Buy |
13,096
+687
| +6% | +$17.3K | 0.08% | 129 |
|
|
2024
Q2 | $304K | Buy |
12,409
+164
| +1% | +$4.02K | 0.08% | 131 |
|
|
2024
Q1 | $300K | Hold |
12,245
| – | – | 0.08% | 134 |
|
|
2023
Q4 | $300K | Sell |
12,245
-69
| -0.6% | -$1.69K | 0.08% | 127 |
|
|
2023
Q3 | $293K | Hold |
12,314
| – | – | 0.09% | 117 |
|
|
2023
Q2 | $294K | Buy |
+12,314
| New | +$294K | 0.09% | 121 |
|