Francis Financial’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 | $9.91M | Sell |
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2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $8.96M | Sell |
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|
2024
Q3 | $9.16M | Sell |
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|
2024
Q2 | $8.95M | Sell |
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|
2024
Q1 | $9.52M | Sell |
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|
2023
Q4 | $11.5M | Sell |
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|
2023
Q3 | $11.3M | Buy |
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|
2023
Q2 | $10.7M | Buy |
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|
2023
Q1 | $9.75M | Buy |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | $923K | Hold |
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|
2022
Q2 | $952K | Buy |
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