Gould Capital’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	$117K	Buy	4,666 +1,609	+53%	+$40.6K	0.07%	63
2025 Q4	$77.2K	Buy	3,057 +150	+5%	+$3.79K	0.05%	71
2025 Q3	$73.6K	Hold	2,907	–	–	0.05%	72
2025 Q2	$73.2K	Hold	2,907	–	–	0.05%	70
2025 Q1	$72.6K	Buy	2,907 +248	+9%	+$6.16K	0.05%	67
2024 Q4	$65.7K	Hold	2,659	–	–	0.05%	73
2024 Q3	$66.9K	Hold	2,659	–	–	0.04%	74
2024 Q2	$65.1K	Buy	2,659 +109	+4%	+$2.66K	0.05%	73
2024 Q1	$62.4K	Buy	2,550 +453	+22%	+$11.1K	0.04%	75
2023 Q4	$51.3K	Buy	2,097 +93	+5%	+$2.23K	0.04%	83
2023 Q3	$47.4K	Hold	2,004	–	–	0.04%	78
2023 Q2	$47.9K	Hold	2,004	–	–	0.04%	80
2023 Q1	$48.2K	Buy	2,004 +156	+8%	+$3.73K	0.04%	78
2022 Q4	$43.9K	Hold	1,848	–	–	0.04%	80
2022 Q3	$43K	Hold	1,848	–	–	0.04%	76
2022 Q2	$45K	Hold	1,848	–	–	0.04%	75
2022 Q1	$46K	Buy	1,848 +183	+11%	+$4.59K	0.03%	80
2021 Q4	$43K	Buy	+1,665	New	+$42.9K	0.03%	94