Creative Planning’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 | $26.9M | Buy |
1,159,353
+40,330
| +4% | +$937K | 0.02% | 278 |
|
|
2025
Q1 | $25.8M | Buy |
1,119,023
+37,089
| +3% | +$855K | 0.02% | 267 |
|
|
2024
Q4 | $24.6M | Buy |
1,081,934
+75,564
| +8% | +$1.72M | 0.02% | 256 |
|
|
2024
Q3 | $23.9M | Buy |
1,006,370
+26,588
| +3% | +$633K | 0.02% | 247 |
|
|
2024
Q2 | $22.3M | Buy |
979,782
+49,125
| +5% | +$1.12M | 0.02% | 244 |
|
|
2024
Q1 | $21.4M | Buy |
930,657
+123,376
| +15% | +$2.84M | 0.02% | 250 |
|
|
2023
Q4 | $18.8M | Buy |
807,281
+71,830
| +10% | +$1.67M | 0.03% | 245 |
|
|
2023
Q3 | $16M | Buy |
735,451
+130,147
| +22% | +$2.83M | 0.02% | 273 |
|
|
2023
Q2 | $13.8M | Buy |
605,304
+70,590
| +13% | +$1.61M | 0.02% | 285 |
|
|
2023
Q1 | $12.3M | Buy |
534,714
+15,093
| +3% | +$347K | 0.02% | 303 |
|
|
2022
Q4 | $11.6M | Buy |
519,621
+27,063
| +5% | +$603K | 0.02% | 310 |
|
|
2022
Q3 | $10.7M | Buy |
492,558
+42,981
| +10% | +$936K | 0.02% | 290 |
|
|
2022
Q2 | $10.4M | Buy |
449,577
+42,837
| +11% | +$992K | 0.02% | 311 |
|
|
2022
Q1 | $10.2M | Buy |
406,740
+23,500
| +6% | +$591K | 0.02% | 314 |
|
|
2021
Q4 | $10.5M | Buy |
383,240
+114,960
| +43% | +$3.14M | 0.02% | 276 |
|
|
2021
Q3 | $7.38M | Buy |
268,280
+144,443
| +117% | +$3.97M | 0.01% | 325 |
|
|
2021
Q2 | $3.43M | Buy |
123,837
+7,956
| +7% | +$221K | 0.01% | 502 |
|
|
2021
Q1 | $3.12M | Buy |
115,881
+101,836
| +725% | +$2.74M | 0.01% | 539 |
|
|
2020
Q4 | $398K | Buy |
+14,045
| New | +$398K | ﹤0.01% | 1424 |
|