Goepper Burkhardt’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 | $342K | Sell |
13,594
-2,906
| -18% | -$73.1K | 0.13% | 74 |
|
|
2025
Q1 | $412K | Sell |
16,500
-1,000
| -6% | -$25K | 0.16% | 66 |
|
|
2024
Q4 | $432K | Buy |
17,500
+1,000
| +6% | +$24.7K | 0.18% | 56 |
|
|
2024
Q3 | $415K | Hold |
16,500
| – | – | 0.17% | 58 |
|
|
2024
Q2 | $404K | Hold |
16,500
| – | – | 0.18% | 57 |
|
|
2024
Q1 | $402K | Sell |
16,500
-1,500
| -8% | -$36.5K | 0.19% | 55 |
|
|
2023
Q4 | $439K | Sell |
18,000
-1,000
| -5% | -$24.4K | 0.22% | 50 |
|
|
2023
Q3 | $452K | Buy |
19,000
+2,000
| +12% | +$47.5K | 0.28% | 38 |
|
|
2023
Q2 | $406K | Hold |
17,000
| – | – | 0.25% | 43 |
|
|
2023
Q1 | $409K | Buy |
17,000
+7,500
| +79% | +$180K | 0.27% | 37 |
|
|
2022
Q4 | $226K | Buy |
+9,500
| New | +$226K | 0.16% | 57 |
|