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

Congress Wealth Management’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$402K Buy
15,982
+2
+0% +$50 ﹤0.01% 991
2025
Q1 		$399K Buy
+15,980
New +$399K ﹤0.01% 875