Elser Financial 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
Q1
Sell
-264,543
Closed -$6.53M 102
2024
Q4
$6.53M Buy
+264,543
New +$6.53M 0.39% 17
2024
Q3
Sell
-246,553
Closed -$6.04M 98
2024
Q2
$6.04M Buy
+246,553
New +$6.04M 1.01% 14