Geneos Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9K | Buy |
+1,027
| New | +$23.9K | ﹤0.01% | 1948 |
|
|
2022
Q1 | – | Sell |
-2,058
| Closed | -$56K | – | 2973 |
|
|
2021
Q4 | $56K | Hold |
2,058
| – | – | ﹤0.01% | 1432 |
|
|
2021
Q3 | $56K | Sell |
2,058
-363
| -15% | -$9.88K | ﹤0.01% | 1430 |
|
|
2021
Q2 | $67K | Sell |
2,421
-28,097
| -92% | -$778K | ﹤0.01% | 1344 |
|
|
2021
Q1 | $829K | Sell |
30,518
-11,030
| -27% | -$300K | 0.02% | 482 |
|
|
2020
Q4 | $65K | Buy |
41,548
+40,220
| +3,029% | +$62.9K | ﹤0.01% | 1329 |
|
|
2020
Q3 | $36K | Hold |
1,328
| – | – | ﹤0.01% | 1386 |
|
|
2020
Q2 | $36K | Buy |
1,328
+500
| +60% | +$13.6K | ﹤0.01% | 1367 |
|
|
2020
Q1 | $21K | Hold |
828
| – | – | ﹤0.01% | 1497 |
|
|
2019
Q4 | $21K | Hold |
828
| – | – | ﹤0.01% | 1669 |
|
|
2019
Q3 | $21K | Hold |
828
| – | – | ﹤0.01% | 1587 |
|
|
2019
Q2 | $21K | Hold |
828
| – | – | ﹤0.01% | 1613 |
|
|
2019
Q1 | $20K | Hold |
828
| – | – | ﹤0.01% | 1580 |
|
|
2018
Q4 | $19K | Hold |
828
| – | – | ﹤0.01% | 1529 |
|
|
2018
Q3 | $20K | Buy |
+828
| New | +$20K | ﹤0.01% | 1575 |
|