Farther Finance 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
2026 Q1	$1.59M	Buy	68,941 +15,909	+30%	+$372K	0.02%	751
2025 Q4	$1.24M	Buy	53,032 +1,917	+4%	+$45.1K	0.01%	785
2025 Q3	$1.2M	Buy	51,115 +12,428	+32%	+$289K	0.02%	638
2025 Q2	$899K	Buy	38,687 +890	+2%	+$20.3K	0.02%	632
2025 Q1	$870K	Buy	37,797 +11,373	+43%	+$260K	0.02%	564
2024 Q4	$600K	Buy	26,424 +874	+3%	+$20.2K	0.02%	526
2024 Q3	$608K	Sell	25,550 -94	-0.4%	-$2.19K	0.02%	515
2024 Q2	$577K	Buy	25,644 +2,844	+12%	+$64.4K	0.03%	439
2024 Q1	$518K	Buy	22,800 +683	+3%	+$15.7K	0.03%	383
2023 Q4	$515K	Buy	22,117 +11,037	+100%	+$244K	0.04%	343
2023 Q3	$241K	Sell	11,080 -3,089	-22%	-$68.9K	0.04%	342
2023 Q2	$322K	Buy	14,169 +8,414	+146%	+$192K	0.07%	229
2023 Q1	$132K	Buy	5,755 +1,682	+41%	+$38.4K	0.04%	337
2022 Q4	$90.8K	Buy	+4,073	New	+$90.1K	0.04%	343