DAS
Diversify Advisory Services’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 | – | Sell |
-16,564
| Closed | -$415K | – | 863 |
|
|
2025
Q1 | $415K | Sell |
16,564
-1,047
| -6% | -$26.2K | 0.03% | 400 |
|
|
2024
Q4 | $434K | Buy |
17,611
+4,001
| +29% | +$98.5K | 0.02% | 391 |
|
|
2024
Q3 | $339K | Buy |
13,610
+2,457
| +22% | +$61.2K | 0.02% | 473 |
|
|
2024
Q2 | $274K | Buy |
11,153
+2,219
| +25% | +$54.5K | 0.02% | 532 |
|
|
2024
Q1 | $218K | Buy |
+8,934
| New | +$218K | 0.01% | 594 |
|