Focus Partners Wealth’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 | $1.41M | Sell |
56,038
-5,292
| -9% | -$133K | ﹤0.01% | 1002 |
|
|
2025
Q1 | $1.53M | Buy |
61,330
+38
| +0.1% | +$950 | ﹤0.01% | 918 |
|
|
2024
Q4 | $1.51M | Buy |
+61,292
| New | +$1.51M | ﹤0.01% | 917 |
|
|
2024
Q3 | – | Sell |
-61,008
| Closed | -$1.5M | – | 1691 |
|
|
2024
Q2 | $1.5M | Sell |
61,008
-13,508
| -18% | -$333K | 0.01% | 707 |
|
|
2024
Q1 | $1.81M | Buy |
+74,516
| New | +$1.81M | 0.01% | 502 |
|