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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $259K | Buy |
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|
2025
Q2 | $247K | Sell |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $244K | Hold |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $895K | Buy |
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|
2023
Q4 | $868K | Sell |
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|
2023
Q3 | $862K | Sell |
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|
2023
Q2 | $1.57M | Buy |
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|
2023
Q1 | $1.49M | Buy |
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|
2022
Q4 | $786K | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.74M | Buy |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $1.84M | Buy |
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