Halbert Hargrove Global Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $209K | Buy |
|
|||||
|
2025
Q2 | $142K | Hold |
|
|||||
|
2025
Q1 | $141K | Sell |
|
|||||
|
2024
Q4 | $992K | Buy |
|
|||||
|
2024
Q3 | $1.01M | Buy |
|
|||||
|
2024
Q2 | $776K | Buy |
|
|||||
|
2024
Q1 | $704K | Buy |
|
|||||
|
2023
Q4 | $649K | Buy |
|
|||||
|
2023
Q3 | $602K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $1.33M | Sell |
|
|||||
|
2021
Q4 | $1.46M | Buy |
|
|||||
|
2021
Q3 | $1.32M | Buy |
|
|||||
|
2021
Q2 | $1.29M | Sell |
|
|||||
|
2021
Q1 | $1.77M | Buy |
|
|||||
|
2020
Q4 | $1.35M | Buy |
|
|||||
|
2020
Q3 | $1.22M | Buy |
|
|||||
|
2020
Q2 | $957K | Sell |
|
|||||
|
2020
Q1 | $1.06M | Sell |
|
|||||
|
2019
Q4 | $1.1M | Buy |
|
|||||
|
2019
Q3 | $745K | Buy |
|
|||||
|
2019
Q2 | $361K | Buy |
|
|||||
|
2019
Q1 | $346K | Buy |
|