Essential 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 |
-446,935
| Closed | -$11.1M | – | 267 |
|
|
2024
Q4 | $11.1M | Buy |
+446,935
| New | +$11.1M | 0.07% | 78 |
|
|
2024
Q2 | – | Sell |
-8,271
| Closed | -$202K | – | 75 |
|
|
2024
Q1 | $202K | Hold |
8,271
| – | – | 0.1% | 63 |
|
|
2023
Q4 | $202K | Sell |
8,271
-869
| -10% | -$21.3K | 0.1% | 62 |
|
|
2023
Q3 | $217K | Hold |
9,140
| – | – | 0.12% | 54 |
|
|
2023
Q2 | $219K | Buy |
9,140
+521
| +6% | +$12.5K | 0.12% | 54 |
|
|
2023
Q1 | $207K | Buy |
+8,619
| New | +$207K | 0.13% | 51 |
|