Five Pine Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
12,755
+209
+2% +$4.86K 0.22% 32
2025
Q1
$289K Buy
12,546
+1,833
+17% +$42.3K 0.24% 32
2024
Q4
$243K Buy
+10,713
New +$243K 0.21% 33