Creative Financial Designs’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
$38.7K Sell
1,536
-142
-8% -$3.57K ﹤0.01% 946
2025
Q1
$41.9K Sell
1,678
-39
-2% -$975 ﹤0.01% 877
2024
Q4
$42.4K Buy
1,717
+1,546
+904% +$38.2K ﹤0.01% 839
2024
Q3
$4.3K Buy
171
+142
+490% +$3.57K ﹤0.01% 1413
2024
Q2
$710 Buy
29
+21
+263% +$514 ﹤0.01% 1566
2024
Q1
$196 Buy
+8
New +$196 ﹤0.01% 1628
2023
Q3
Sell
-360
Closed -$8.61K 1556
2023
Q2
$8.61K Sell
360
-209
-37% -$5K ﹤0.01% 1063
2023
Q1
$13.7K Sell
569
-51
-8% -$1.23K ﹤0.01% 894
2022
Q4
$14.7K Hold
620
﹤0.01% 827
2022
Q3
$15K Sell
620
-83
-12% -$2.01K ﹤0.01% 805
2022
Q2
$17K Buy
703
+15
+2% +$363 ﹤0.01% 774
2022
Q1
$17K Sell
688
-4,259
-86% -$105K ﹤0.01% 801
2021
Q4
$127K Sell
4,947
-5,627
-53% -$144K 0.02% 396
2021
Q3
$275K Sell
10,574
-8,270
-44% -$215K 0.05% 258
2021
Q2
$491K Buy
18,844
+13,239
+236% +$345K 0.09% 183
2021
Q1
$146K Buy
5,605
+3,949
+238% +$103K 0.03% 339
2020
Q4
$43K Sell
1,656
-592
-26% -$15.4K 0.01% 546
2020
Q3
$59K Buy
+2,248
New +$59K 0.01% 431