Financial Advocates Investment Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Financial Advocates Investment Management’s Portfolio SUSB Stock Details SUSB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$403K	Buy
2024 Q3	$390K	Buy
2024 Q2	$370K	Hold
2024 Q1	$370K	Buy
2023 Q4	$370K	Buy
2023 Q1	–	Sell
2022 Q4	$3.13M	Buy
2022 Q1	–	Sell
2021 Q4	$948K	Buy