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EverSource Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

EverSource Wealth Advisors’s Portfolio SUSB Stock Details SUSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,995
Closed -$173K – 4175
2024
Q4 		$173K Buy
6,995
+436
+7% +$10.8K 0.01% 706
2024
Q3 		$165K Buy
+6,559
New +$165K 0.01% 620