Grand Wealth Management’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 | $247K | Sell |
9,810
-86
| -0.9% | -$2.17K | 0.13% | 37 |
|
|
2025
Q1 | $247K | Hold |
9,896
| – | – | 0.14% | 31 |
|
|
2024
Q4 | $244K | Hold |
9,896
| – | – | 0.14% | 32 |
|
|
2024
Q3 | $249K | Sell |
9,896
-6,648
| -40% | -$167K | 0.14% | 32 |
|
|
2024
Q2 | $405K | Sell |
16,544
-20,024
| -55% | -$490K | 0.24% | 26 |
|
|
2024
Q1 | $895K | Buy |
36,568
+1,106
| +3% | +$27.1K | 0.43% | 24 |
|
|
2023
Q4 | $868K | Sell |
35,462
-797
| -2% | -$19.5K | 0.47% | 23 |
|
|
2023
Q3 | $862K | Sell |
36,259
-29,309
| -45% | -$697K | 0.53% | 22 |
|
|
2023
Q2 | $1.57M | Buy |
65,568
+3,512
| +6% | +$84K | 0.93% | 19 |
|
|
2023
Q1 | $1.49M | Buy |
62,056
+28,997
| +88% | +$698K | 0.9% | 19 |
|
|
2022
Q4 | $786K | Sell |
33,059
-11,240
| -25% | -$267K | 0.49% | 23 |
|
|
2022
Q3 | $1.04M | Sell |
44,299
-27,746
| -39% | -$652K | 0.55% | 22 |
|
|
2022
Q2 | $1.74M | Buy |
72,045
+6,932
| +11% | +$167K | 0.88% | 17 |
|
|
2022
Q1 | $1.6M | Sell |
65,113
-6,698
| -9% | -$165K | 0.75% | 14 |
|
|
2021
Q4 | $1.84M | Buy |
+71,811
| New | +$1.84M | 0.83% | 13 |
|