EP Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
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|
2025
Q1 | $9.31M | Sell |
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|
2024
Q4 | $9.22M | Buy |
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|
2024
Q3 | $8.68M | Buy |
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|
2024
Q2 | $8.02M | Buy |
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|
2024
Q1 | $7.98M | Sell |
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|
2023
Q4 | $9.01M | Sell |
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|
2023
Q3 | $9.74M | Buy |
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|
2023
Q2 | $12.1M | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $8.62M | Buy |
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|
2022
Q3 | $7.74M | Buy |
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|
2022
Q2 | $7.67M | Buy |
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|
2022
Q1 | $5.4M | Buy |
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|
2021
Q4 | $2.32M | Buy |
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