Golden State Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Sell |
17,451
-815
| -4% | -$18.9K | 0.05% | 270 |
|
|
2025
Q1 | $421K | Buy |
18,266
+484
| +3% | +$11.2K | 0.06% | 232 |
|
|
2024
Q4 | $404K | Buy |
+17,782
| New | +$404K | 0.06% | 223 |
|
|
2022
Q1 | $262K | Sell |
10,441
-498
| -5% | -$12.5K | 0.05% | 259 |
|
|
2021
Q4 | $299K | Buy |
+10,939
| New | +$299K | 0.05% | 285 |
|
|
2021
Q1 | – | Sell |
-12,421
| Closed | -$352K | – | 237 |
|
|
2020
Q4 | $352K | Buy |
12,421
+603
| +5% | +$17.1K | 0.1% | 157 |
|
|
2020
Q3 | $327K | Buy |
11,818
+494
| +4% | +$13.7K | 0.11% | 135 |
|
|
2020
Q2 | $312K | Buy |
+11,324
| New | +$312K | 0.1% | 134 |
|
|
2019
Q4 | – | Sell |
-4,420
| Closed | -$116K | – | 809 |
|
|
2019
Q3 | $116K | Buy |
4,420
+556
| +14% | +$14.6K | 0.04% | 294 |
|
|
2019
Q2 | $99K | Sell |
3,864
-495
| -11% | -$12.7K | 0.03% | 335 |
|
|
2019
Q1 | $109K | Buy |
+4,359
| New | +$109K | 0.04% | 311 |
|