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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2K | Buy |
+486
| New | +$12.2K | ﹤0.01% | 2507 |
|
|
2024
Q4 | $12.4K | Sell |
501
-24
| -5% | -$593 | ﹤0.01% | 2310 |
|
|
2024
Q3 | $13.2K | Buy |
525
+384
| +272% | +$9.66K | ﹤0.01% | 2175 |
|
|
2024
Q2 | $3.45K | Buy |
141
+11
| +8% | +$269 | ﹤0.01% | 2772 |
|
|
2024
Q1 | $3.18K | Hold |
130
| – | – | ﹤0.01% | 2562 |
|
|
2023
Q4 | $3.19K | Buy |
130
+59
| +83% | +$1.45K | ﹤0.01% | 2492 |
|
|
2023
Q3 | $1.68K | Hold |
71
| – | – | ﹤0.01% | 2598 |
|
|
2023
Q2 | $1.7K | Hold |
71
| – | – | ﹤0.01% | 2602 |
|
|
2023
Q1 | $1.72K | Sell |
71
-170
| -71% | -$4.11K | ﹤0.01% | 2552 |
|
|
2022
Q4 | $5.73K | Sell |
241
-32
| -12% | -$761 | ﹤0.01% | 1979 |
|
|
2022
Q3 | $6K | Sell |
273
-270
| -50% | -$5.93K | ﹤0.01% | 1888 |
|
|
2022
Q2 | $13K | Hold |
543
| – | – | ﹤0.01% | 1530 |
|
|
2022
Q1 | $13K | Buy |
+543
| New | +$13K | ﹤0.01% | 1527 |
|
|
2018
Q4 | – | Sell |
-4,544
| Closed | -$112K | – | 1551 |
|
|
2018
Q3 | $112K | Buy |
4,544
+1,420
| +45% | +$35K | 0.03% | 377 |
|
|
2018
Q2 | $77K | Hold |
3,124
| – | – | 0.02% | 437 |
|
|
2018
Q1 | $77K | Buy |
+3,124
| New | +$77K | 0.02% | 430 |
|