Financial Advocates Investment Management’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 |
-16,303
| Closed | -$403K | – | 766 |
|
|
2024
Q4 | $403K | Buy |
16,303
+797
| +5% | +$19.7K | 0.02% | 521 |
|
|
2024
Q3 | $390K | Buy |
15,506
+397
| +3% | +$9.99K | 0.02% | 532 |
|
|
2024
Q2 | $370K | Hold |
15,109
| – | – | 0.02% | 518 |
|
|
2024
Q1 | $370K | Buy |
15,109
+1
| +0% | +$24 | 0.02% | 524 |
|
|
2023
Q4 | $370K | Buy |
+15,108
| New | +$370K | 0.02% | 495 |
|
|
2023
Q1 | – | Sell |
-70,100
| Closed | -$3.13M | – | 805 |
|
|
2022
Q4 | $3.13M | Buy |
+70,100
| New | +$3.13M | 0.23% | 104 |
|
|
2022
Q1 | – | Sell |
-8,976
| Closed | -$948K | – | 804 |
|
|
2021
Q4 | $948K | Buy |
+8,976
| New | +$948K | 0.06% | 323 |
|