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
2026 Q1	$549K	Hold	21,886	–	–	0.01%	273
2025 Q4	$552K	Hold	21,886	–	–	0.01%	271
2025 Q3	$554K	Hold	21,886	–	–	0.01%	270
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%	-$4.23K	0.01%	305
2024 Q2	$540K	Sell	22,056 -1,128	-5%	-$27.5K	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%	-$34.1K	0.02%	237
2023 Q3	$734K	Sell	30,874 -3,815	-11%	-$91K	0.02%	227
2023 Q2	$829K	Buy	34,689 +666	+2%	+$16K	0.02%	231
2023 Q1	$819K	Buy	34,023 +17,071	+101%	+$408K	0.03%	218
2022 Q4	$403K	Buy	+16,952	New	+$400K	0.01%	287