Clearview Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-400	Closed	-$9.56K	–	567
2023 Q2	$9.56K	Sell	400 -6	-1%	-$144	0.01%	370
2023 Q1	$9.77K	Sell	406 -20	-5%	-$479	0.01%	374
2022 Q4	$10.1K	Sell	426 -313	-42%	-$7.39K	0.01%	329
2022 Q3	$17K	Sell	739 -200	-21%	-$4.81K	0.01%	279
2022 Q2	$23K	Sell	939 -2,191	-70%	-$53.1K	0.02%	266
2022 Q1	$77K	Sell	3,130 -18,599	-86%	-$467K	0.05%	166
2021 Q4	$557K	Sell	21,729 -9,078	-29%	-$234K	0.34%	65
2021 Q3	$800K	Buy	30,807 +4,681	+18%	+$122K	0.51%	42
2021 Q2	$680K	Buy	26,126 +22,737	+671%	+$592K	0.42%	54
2021 Q1	$88K	Buy	3,389 +3,270	+2,748%	+$85.3K	0.06%	173
2020 Q4	$3K	Buy	+119	New	+$3.11K	﹤0.01%	491