ETF Portfolio Partners’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-12,717
| Closed | -$306K | – | 54 |
|
2023
Q1 | $306K | Buy |
12,717
+28
| +0.2% | +$674 | 0.12% | 40 |
|
2022
Q4 | $302K | Buy |
12,689
+21
| +0.2% | +$499 | 0.13% | 41 |
|
2022
Q3 | $298K | Sell |
12,668
-228
| -2% | -$5.36K | 0.13% | 41 |
|
2022
Q2 | $311K | Buy |
12,896
+10
| +0.1% | +$241 | 0.13% | 40 |
|
2022
Q1 | $317K | Buy |
+12,886
| New | +$317K | 0.12% | 38 |
|
2021
Q3 | – | Sell |
-7,774
| Closed | -$202K | – | 55 |
|
2021
Q2 | $202K | Buy |
+7,774
| New | +$202K | 0.08% | 54 |
|