Harvest Group 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
2023
Q1
$300K Sell
2022
Q4
$541K Buy
2022
Q3
$529K Sell
2022
Q2
$566K Sell
2022
Q1
$572K Sell
2021
Q4
$991K Buy
2021
Q3
$425K Buy