Geneos Wealth Management’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 | $10.1K | Buy |
+400
| New | +$10.1K | ﹤0.01% | 2325 |
|
|
2022
Q1 | – | Sell |
-2,272
| Closed | -$58K | – | 2974 |
|
|
2021
Q4 | $58K | Hold |
2,272
| – | – | ﹤0.01% | 1413 |
|
|
2021
Q3 | $59K | Hold |
2,272
| – | – | ﹤0.01% | 1409 |
|
|
2021
Q2 | $59K | Hold |
2,272
| – | – | ﹤0.01% | 1401 |
|
|
2021
Q1 | $59K | Hold |
2,272
| – | – | ﹤0.01% | 1544 |
|
|
2020
Q4 | $58K | Buy |
2,272
+1,335
| +142% | +$34.1K | ﹤0.01% | 1386 |
|
|
2020
Q3 | $24K | Hold |
937
| – | – | ﹤0.01% | 1582 |
|
|
2020
Q2 | $24K | Hold |
937
| – | – | ﹤0.01% | 1546 |
|
|
2020
Q1 | $23K | Hold |
937
| – | – | ﹤0.01% | 1456 |
|
|
2019
Q4 | $23K | Hold |
937
| – | – | ﹤0.01% | 1627 |
|
|
2019
Q3 | $23K | Hold |
937
| – | – | ﹤0.01% | 1545 |
|
|
2019
Q2 | $23K | Hold |
937
| – | – | ﹤0.01% | 1570 |
|
|
2019
Q1 | $23K | Hold |
937
| – | – | ﹤0.01% | 1513 |
|
|
2018
Q4 | $22K | Hold |
937
| – | – | ﹤0.01% | 1464 |
|
|
2018
Q3 | $23K | Buy |
+937
| New | +$23K | ﹤0.01% | 1522 |
|