ERTS Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $322K | Buy |
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|
2024
Q4 | $315K | Buy |
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|
2024
Q3 | $323K | Buy |
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|
2024
Q2 | $281K | Buy |
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|
2024
Q1 | $282K | Buy |
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|
2023
Q4 | $239K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $246K | Sell |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $258K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Buy |
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