Cherry Tree Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Cherry Tree Wealth Management’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
2025 Q2	$284K	Sell
2025 Q1	$282K	Hold
2024 Q4	$279K	Sell
2024 Q3	$329K	Buy
2024 Q2	$304K	Buy
2024 Q1	$300K	Hold
2023 Q4	$300K	Sell
2023 Q3	$293K	Hold
2023 Q2	$294K	Buy