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

Fingerlakes Wealth 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
2024 Q2	–	Sell
2024 Q1	$280K	Buy
2023 Q4	$276K	Buy
2023 Q3	$262K	Sell
2023 Q2	$298K	Sell
2023 Q1	$311K	Sell
2022 Q4	$413K	Sell
2022 Q3	$425K	Buy
2022 Q2	$435K	Sell
2022 Q1	$450K	Buy
2021 Q4	$306K	Buy