Envestnet Portfolio Solutions’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 | $1.37M | Sell |
54,350
-25,697
| -32% | -$647K | 0.01% | 684 |
|
|
2025
Q1 | $2M | Sell |
80,047
-531,718
| -87% | -$13.3M | 0.01% | 584 |
|
|
2024
Q4 | $15.1M | Buy |
611,765
+99,549
| +19% | +$2.46M | 0.05% | 182 |
|
|
2024
Q3 | $12.9M | Buy |
512,216
+472,470
| +1,189% | +$11.9M | 0.04% | 212 |
|
|
2024
Q2 | $973K | Sell |
39,746
-1,511
| -4% | -$37K | ﹤0.01% | 871 |
|
|
2024
Q1 | $1.01M | Buy |
41,257
+26,902
| +187% | +$659K | ﹤0.01% | 836 |
|
|
2023
Q4 | $351K | Sell |
14,355
-740
| -5% | -$18.1K | ﹤0.01% | 1210 |
|
|
2023
Q3 | $359K | Buy |
+15,095
| New | +$359K | ﹤0.01% | 1136 |
|