Creative Capital Management Investments’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.3K | Sell |
2,991
-12,175
| -80% | -$306K | 0.03% | 93 |
|
|
2025
Q1 | $379K | Hold |
15,166
| – | – | 0.15% | 33 |
|
|
2024
Q4 | $375K | Hold |
15,166
| – | – | 0.16% | 31 |
|
|
2024
Q3 | $382K | Buy |
15,166
+2,991
| +25% | +$75.3K | 0.16% | 30 |
|
|
2024
Q2 | $298K | Hold |
12,175
| – | – | 0.14% | 29 |
|
|
2024
Q1 | $298K | Hold |
12,175
| – | – | 0.15% | 30 |
|
|
2023
Q4 | $298K | Buy |
12,175
+338
| +3% | +$8.27K | 0.17% | 29 |
|
|
2023
Q3 | $281K | Hold |
11,837
| – | – | 0.19% | 29 |
|
|
2023
Q2 | $283K | Hold |
11,837
| – | – | 0.2% | 31 |
|
|
2023
Q1 | $285K | Hold |
11,837
| – | – | 0.21% | 35 |
|
|
2022
Q4 | $281K | Buy |
+11,837
| New | +$281K | 0.25% | 27 |
|