Financial Engines Advisors’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
Q2 | $7.08M | Sell |
281,233
-23,106
| -8% | -$582K | 0.01% | 117 |
|
|
2025
Q1 | $7.61M | Buy |
304,339
+9,414
| +3% | +$235K | 0.02% | 105 |
|
|
2024
Q4 | $7.28M | Buy |
294,925
+102,845
| +54% | +$2.54M | 0.02% | 110 |
|
|
2024
Q3 | $4.83M | Buy |
192,080
+588
| +0.3% | +$14.8K | 0.01% | 123 |
|
|
2024
Q2 | $4.69M | Buy |
191,492
+18,640
| +11% | +$456K | 0.01% | 124 |
|
|
2024
Q1 | $4.23M | Buy |
172,852
+17,281
| +11% | +$423K | 0.01% | 121 |
|
|
2023
Q4 | $3.81M | Buy |
155,571
+27,528
| +21% | +$674K | 0.01% | 112 |
|
|
2023
Q3 | $3.04M | Buy |
128,043
+15,999
| +14% | +$380K | 0.01% | 108 |
|
|
2023
Q2 | $2.68M | Buy |
112,044
+19,291
| +21% | +$461K | 0.01% | 118 |
|
|
2023
Q1 | $2.23M | Buy |
92,753
+39,719
| +75% | +$956K | 0.01% | 130 |
|
|
2022
Q4 | $1.26M | Buy |
53,034
+9,793
| +23% | +$233K | ﹤0.01% | 150 |
|
|
2022
Q3 | $1.02M | Buy |
43,241
+8,798
| +26% | +$207K | ﹤0.01% | 157 |
|
|
2022
Q2 | $829K | Buy |
34,443
+4,611
| +15% | +$111K | ﹤0.01% | 170 |
|
|
2022
Q1 | $735K | Buy |
+29,832
| New | +$735K | ﹤0.01% | 179 |
|