HeadInvest LLC’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 | $458K | Buy |
18,194
+200
| +1% | +$5.03K | 0.1% | 148 |
|
|
2025
Q1 | $450K | Buy |
17,994
+1,000
| +6% | +$25K | 0.09% | 156 |
|
|
2024
Q4 | $420K | Buy |
16,994
+2,300
| +16% | +$56.8K | 0.08% | 162 |
|
|
2024
Q3 | $370K | Buy |
14,694
+1,400
| +11% | +$35.2K | 0.07% | 173 |
|
|
2024
Q2 | $326K | Buy |
13,294
+3,375
| +34% | +$82.7K | 0.06% | 173 |
|
|
2024
Q1 | $243K | Buy |
9,919
+1,381
| +16% | +$33.8K | 0.05% | 208 |
|
|
2023
Q4 | $209K | Sell |
8,538
-400
| -4% | -$9.79K | 0.04% | 223 |
|
|
2023
Q3 | $211K | Hold |
8,938
| – | – | 0.05% | 212 |
|
|
2023
Q2 | $213K | Sell |
8,938
-350
| -4% | -$8.35K | 0.05% | 213 |
|
|
2023
Q1 | $223K | Buy |
9,288
+455
| +5% | +$10.9K | 0.05% | 208 |
|
|
2022
Q4 | $210K | Buy |
+8,833
| New | +$210K | 0.05% | 213 |
|