Cornerstone Planning Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-917
| Closed | -$20.8K | – | 1685 |
|
|
2025
Q1 | $20.8K | Buy |
+917
| New | +$20.8K | 0.01% | 404 |
|
|
2023
Q4 | – | Sell |
-57
| Closed | -$1.24K | – | 1021 |
|
|
2023
Q3 | $1.24K | Sell |
57
-59
| -51% | -$1.28K | ﹤0.01% | 746 |
|
|
2023
Q2 | $2.64K | Buy |
+116
| New | +$2.64K | ﹤0.01% | 1087 |
|
|
2022
Q4 | $67.7K | Buy |
+2,904
| New | +$67.7K | 0.03% | 217 |
|