FMWA
Forvis Mazars Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Hold |
21,886
| – | – | 0.01% | 268 |
|
|
2025
Q1 | $547K | Hold |
21,886
| – | – | 0.01% | 270 |
|
|
2024
Q4 | $541K | Hold |
21,886
| – | – | 0.01% | 297 |
|
|
2024
Q3 | $551K | Sell |
21,886
-170
| -0.8% | -$4.28K | 0.01% | 305 |
|
|
2024
Q2 | $540K | Sell |
22,056
-1,128
| -5% | -$27.6K | 0.01% | 276 |
|
|
2024
Q1 | $568K | Sell |
23,184
-6,267
| -21% | -$153K | 0.01% | 272 |
|
|
2023
Q4 | $721K | Sell |
29,451
-1,423
| -5% | -$34.8K | 0.02% | 237 |
|
|
2023
Q3 | $734K | Sell |
30,874
-3,815
| -11% | -$90.7K | 0.02% | 227 |
|
|
2023
Q2 | $829K | Buy |
34,689
+666
| +2% | +$15.9K | 0.02% | 231 |
|
|
2023
Q1 | $819K | Buy |
34,023
+17,071
| +101% | +$411K | 0.03% | 218 |
|
|
2022
Q4 | $403K | Buy |
+16,952
| New | +$403K | 0.01% | 287 |
|