Cobblestone Capital Advisors’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 | $430K | Buy |
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|
2025
Q2 | $415K | Buy |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $404K | Sell |
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|
2024
Q3 | $812K | Sell |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $919K | Buy |
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|
2023
Q3 | $718K | Buy |
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|
2023
Q2 | $730K | Buy |
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|
2023
Q1 | $683K | Buy |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $548K | Buy |
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|
2022
Q2 | $512K | Buy |
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|
2022
Q1 | $488K | Buy |
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|
2021
Q4 | $522K | Buy |
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|
2021
Q3 | $481K | Buy |
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|
2021
Q2 | $481K | Buy |
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|
2021
Q1 | $431K | Buy |
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|
2020
Q4 | $429K | Buy |
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|
2020
Q3 | $382K | Buy |
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|
2020
Q2 | $350K | Sell |
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|
2020
Q1 | $334K | Sell |
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|
2019
Q4 | $347K | Buy |
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|
2019
Q3 | $338K | Buy |
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