Forvis Mazars Wealth Advisors’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
Q2 | $551K | Hold |
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2025
Q1 | $547K | Hold |
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2024
Q4 | $541K | Hold |
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2024
Q3 | $551K | Sell |
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2024
Q2 | $540K | Sell |
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|
2024
Q1 | $568K | Sell |
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|
2023
Q4 | $721K | Sell |
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|
2023
Q3 | $734K | Sell |
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|
2023
Q2 | $829K | Buy |
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2023
Q1 | $819K | Buy |
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|
2022
Q4 | $403K | Buy |
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