Halbert Hargrove Global Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $1.65M | Sell |
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2024
Q3 | $1.72M | Sell |
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2024
Q2 | $2.14M | Sell |
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2024
Q1 | $2.24M | Buy |
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|
2023
Q4 | $2.13M | Sell |
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2023
Q3 | $2.11M | Sell |
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2023
Q2 | $2.45M | Buy |
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2023
Q1 | $2.35M | Buy |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $1.82M | Sell |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $924K | Buy |
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|
2021
Q3 | $928K | Buy |
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|
2021
Q2 | $880K | Buy |
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