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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$381K	Buy	15,194 +100	+0.7%	+$2.52K	0.13%	70
2025 Q4	$381K	Buy	15,094 +1,500	+11%	+$37.9K	0.12%	72
2025 Q3	$344K	Hold	13,594	–	–	0.12%	73
2025 Q2	$342K	Sell	13,594 -2,906	-18%	-$72.5K	0.13%	74
2025 Q1	$412K	Sell	16,500 -1,000	-6%	-$24.8K	0.16%	66
2024 Q4	$432K	Buy	17,500 +1,000	+6%	+$24.8K	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%	-$36.7K	0.19%	55
2023 Q4	$439K	Sell	18,000 -1,000	-5%	-$24K	0.22%	50
2023 Q3	$452K	Buy	19,000 +2,000	+12%	+$47.7K	0.28%	38
2023 Q2	$406K	Hold	17,000	–	–	0.25%	43
2023 Q1	$409K	Buy	17,000 +7,500	+79%	+$179K	0.27%	37
2022 Q4	$226K	Buy	+9,500	New	+$224K	0.16%	57