DWM
Destination Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.59M | Buy |
341,472
+7,619
| +2% | +$192K | 0.25% | 78 |
|
|
2025
Q1 | $8.34M | Sell |
333,853
-1,118
| -0.3% | -$27.9K | 0.26% | 77 |
|
|
2024
Q4 | $8.27M | Buy |
334,971
+9,327
| +3% | +$230K | 0.26% | 80 |
|
|
2024
Q3 | $8.19M | Buy |
325,644
+4,744
| +1% | +$119K | 0.25% | 81 |
|
|
2024
Q2 | $7.86M | Sell |
320,900
-10,369
| -3% | -$254K | 0.26% | 77 |
|
|
2024
Q1 | $8.11M | Buy |
331,269
+3,397
| +1% | +$83.2K | 0.27% | 76 |
|
|
2023
Q4 | $8.03M | Sell |
327,872
-16,366
| -5% | -$401K | 0.28% | 76 |
|
|
2023
Q3 | $8.18M | Buy |
344,238
+8,539
| +3% | +$203K | 0.32% | 72 |
|
|
2023
Q2 | $8.03M | Sell |
335,699
-2,952
| -0.9% | -$70.6K | 0.3% | 72 |
|
|
2023
Q1 | $8.15M | Buy |
338,651
+14,762
| +5% | +$355K | 0.31% | 74 |
|
|
2022
Q4 | $7.7M | Buy |
323,889
+4,005
| +1% | +$95.2K | 0.31% | 76 |
|
|
2022
Q3 | $7.51M | Buy |
319,884
+19,179
| +6% | +$451K | 0.32% | 74 |
|
|
2022
Q2 | $7.24M | Buy |
300,705
+144,288
| +92% | +$3.48M | 0.29% | 78 |
|
|
2022
Q1 | $3.85M | Buy |
+156,417
| New | +$3.85M | 0.14% | 93 |
|