GeoWealth 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	$186K	Sell	7,374 -2,065	-22%	-$52K	0.01%	681
2025 Q1	$236K	Sell	9,439 -663	-7%	-$16.6K	0.01%	612
2024 Q4	$250K	Buy	10,102 +8,200	+431%	+$203K	0.01%	678
2024 Q3	$47.9K	Buy	+1,902	New	+$47.9K	﹤0.01%	1082