Empirical Wealth Management’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
Q2 | $2.06M | Buy |
81,727
+2,848
| +4% | +$71.7K | 0.05% | 229 |
|
|
2025
Q1 | $1.97M | Sell |
78,879
-6,931
| -8% | -$173K | 0.05% | 210 |
|
|
2024
Q4 | $2.12M | Buy |
85,810
+5,177
| +6% | +$128K | 0.06% | 190 |
|
|
2024
Q3 | $2.03M | Sell |
80,633
-1,996
| -2% | -$50.2K | 0.06% | 186 |
|
|
2024
Q2 | $2.02M | Buy |
82,629
+5,110
| +7% | +$125K | 0.06% | 179 |
|
|
2024
Q1 | $1.9M | Sell |
77,519
-547
| -0.7% | -$13.4K | 0.06% | 181 |
|
|
2023
Q4 | $1.91M | Buy |
78,066
+1,933
| +3% | +$47.3K | 0.06% | 171 |
|
|
2023
Q3 | $1.81M | Buy |
76,133
+2,009
| +3% | +$47.8K | 0.07% | 164 |
|
|
2023
Q2 | $1.77M | Buy |
74,124
+4,236
| +6% | +$101K | 0.07% | 168 |
|
|
2023
Q1 | $1.68M | Buy |
69,888
+11,339
| +19% | +$273K | 0.07% | 157 |
|
|
2022
Q4 | $1.39M | Buy |
58,549
+2,682
| +5% | +$63.8K | 0.07% | 171 |
|
|
2022
Q3 | $1.31M | Sell |
55,867
-4,343
| -7% | -$102K | 0.07% | 171 |
|
|
2022
Q2 | $1.45M | Buy |
60,210
+2,179
| +4% | +$52.5K | 0.08% | 166 |
|
|
2022
Q1 | $1.43M | Buy |
58,031
+24,858
| +75% | +$612K | 0.07% | 169 |
|
|
2021
Q4 | $851K | Buy |
33,173
+8,149
| +33% | +$209K | 0.04% | 246 |
|
|
2021
Q3 | $650K | Buy |
25,024
+6,456
| +35% | +$168K | 0.04% | 249 |
|
|
2021
Q2 | $484K | Buy |
18,568
+10,085
| +119% | +$263K | 0.03% | 305 |
|
|
2021
Q1 | $220K | Buy |
+8,483
| New | +$220K | 0.02% | 360 |
|