Flagstone Financial 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
Q2 | $2.05M | Buy |
81,593
+2,063
| +3% | +$51.9K | 0.59% | 18 |
|
|
2025
Q1 | $1.99M | Sell |
79,530
-6,350
| -7% | -$159K | 0.64% | 18 |
|
|
2024
Q4 | $2.12M | Buy |
85,880
+8,329
| +11% | +$206K | 0.7% | 18 |
|
|
2024
Q3 | $1.95M | Buy |
77,551
+3,140
| +4% | +$79K | 0.65% | 18 |
|
|
2024
Q2 | $1.82M | Sell |
74,411
-5,291
| -7% | -$130K | 0.68% | 17 |
|
|
2024
Q1 | $1.95M | Sell |
79,702
-4,760
| -6% | -$117K | 0.75% | 18 |
|
|
2023
Q4 | $2.07M | Sell |
84,462
-3,598
| -4% | -$88.1K | 0.85% | 15 |
|
|
2023
Q3 | $2.09M | Buy |
88,060
+22,587
| +34% | +$537K | 0.96% | 15 |
|
|
2023
Q2 | $1.57M | Buy |
65,473
+604
| +0.9% | +$14.4K | 0.74% | 16 |
|
|
2023
Q1 | $1.56M | Buy |
64,869
+524
| +0.8% | +$12.6K | 0.78% | 16 |
|
|
2022
Q4 | $1.53M | Buy |
+64,345
| New | +$1.53M | 0.93% | 15 |
|