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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
45,519
-4,404
| -9% | -$111K | 0.08% | 127 |
|
|
2025
Q1 | $1.25M | Sell |
49,923
-342
| -0.7% | -$8.55K | 0.14% | 103 |
|
|
2024
Q4 | $1.24M | Sell |
50,265
-6,183
| -11% | -$153K | 0.14% | 104 |
|
|
2024
Q3 | $1.42M | Sell |
56,448
-4,298
| -7% | -$108K | 0.18% | 82 |
|
|
2024
Q2 | $1.49M | Hold |
60,746
| – | – | 0.19% | 85 |
|
|
2024
Q1 | $1.49M | Sell |
60,746
-382
| -0.6% | -$9.35K | 0.2% | 80 |
|
|
2023
Q4 | $1.5M | Buy |
61,128
+47,316
| +343% | +$1.16M | 0.21% | 74 |
|
|
2023
Q3 | $328K | Sell |
13,812
-7,034
| -34% | -$167K | 0.05% | 191 |
|
|
2023
Q2 | $498K | Buy |
20,846
+5,399
| +35% | +$129K | 0.07% | 146 |
|
|
2023
Q1 | $372K | Sell |
15,447
-248
| -2% | -$5.97K | 0.06% | 185 |
|
|
2022
Q4 | $373K | Hold |
15,695
| – | – | 0.06% | 173 |
|
|
2022
Q3 | $369K | Hold |
15,695
| – | – | 0.06% | 171 |
|
|
2022
Q2 | $378K | Hold |
15,695
| – | – | 0.06% | 177 |
|
|
2022
Q1 | $387K | Sell |
15,695
-2,396
| -13% | -$59.1K | 0.05% | 195 |
|
|
2021
Q4 | $464K | Buy |
+18,091
| New | +$464K | 0.06% | 166 |
|