Global Retirement Partners’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 Q4	$4.01K	Buy	159 +25	+19%	+$632	﹤0.01%	3506
2025 Q3	$3.39K	Sell	134 -352	-72%	-$8.87K	﹤0.01%	3128
2025 Q2	$12.2K	Buy	+486	New	+$12.1K	﹤0.01%	2507
2024 Q4	$12.4K	Sell	501 -24	-5%	-$596	﹤0.01%	2310
2024 Q3	$13.2K	Buy	525 +384	+272%	+$9.55K	﹤0.01%	2176
2024 Q2	$3.45K	Buy	141 +11	+8%	+$268	﹤0.01%	2774
2024 Q1	$3.18K	Hold	130	–	–	﹤0.01%	2562
2023 Q4	$3.19K	Buy	130 +59	+83%	+$1.41K	﹤0.01%	2492
2023 Q3	$1.68K	Hold	71	–	–	﹤0.01%	2597
2023 Q2	$1.7K	Hold	71	–	–	﹤0.01%	2604
2023 Q1	$1.72K	Sell	71 -170	-71%	-$4.07K	﹤0.01%	2553
2022 Q4	$5.73K	Sell	241 -32	-12%	-$755	﹤0.01%	1980
2022 Q3	$6K	Sell	273 -270	-50%	-$6.49K	﹤0.01%	1889
2022 Q2	$13K	Hold	543	–	–	﹤0.01%	1532
2022 Q1	$13K	Buy	+543	New	+$13.6K	﹤0.01%	1529
2018 Q4	–	Sell	-4,544	Closed	-$112K	–	1554
2018 Q3	$112K	Buy	4,544 +1,420	+45%	+$34.9K	0.03%	377
2018 Q2	$77K	Hold	3,124	–	–	0.02%	437
2018 Q1	$77K	Buy	+3,124	New	+$77.3K	0.02%	430