Fort Point Capital Partners’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.15M | Hold |
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2025
Q2 | $1.15M | Sell |
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2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.49M | Hold |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $328K | Sell |
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|
2023
Q2 | $498K | Buy |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $373K | Hold |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $378K | Hold |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $464K | Buy |
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