Creative Planning’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 | $205K | Sell |
8,136
-3,329
| -29% | -$83.8K | ﹤0.01% | 3190 |
|
|
2025
Q1 | $287K | Buy |
11,465
+3,279
| +40% | +$81.9K | ﹤0.01% | 2794 |
|
|
2024
Q4 | $202K | Buy |
+8,186
| New | +$202K | ﹤0.01% | 2952 |
|
|
2022
Q2 | – | Sell |
-8,781
| Closed | -$216K | – | 2411 |
|
|
2022
Q1 | $216K | Sell |
8,781
-11,635
| -57% | -$286K | ﹤0.01% | 1844 |
|
|
2021
Q4 | $524K | Buy |
20,416
+7,277
| +55% | +$187K | ﹤0.01% | 1274 |
|
|
2021
Q3 | $341K | Buy |
13,139
+1,809
| +16% | +$46.9K | ﹤0.01% | 1516 |
|
|
2021
Q2 | $295K | Sell |
11,330
-772
| -6% | -$20.1K | ﹤0.01% | 1568 |
|
|
2021
Q1 | $314K | Buy |
12,102
+3,824
| +46% | +$99.2K | ﹤0.01% | 1747 |
|
|
2020
Q4 | $217K | Buy |
+8,278
| New | +$217K | ﹤0.01% | 1805 |
|