Diversified Portfolios Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,895
| Closed | -$316K | – | 129 |
|
|
2023
Q4 | $316K | Hold |
12,895
| – | – | 0.05% | 112 |
|
|
2023
Q3 | $307K | Hold |
12,895
| – | – | 0.06% | 105 |
|
|
2023
Q2 | $308K | Hold |
12,895
| – | – | 0.06% | 105 |
|
|
2023
Q1 | $310K | Hold |
12,895
| – | – | 0.07% | 112 |
|
|
2022
Q4 | $307K | Hold |
12,895
| – | – | 0.07% | 112 |
|
|
2022
Q3 | $303K | Buy |
+12,895
| New | +$303K | 0.08% | 110 |
|