HWMA
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Heritage Wealth Management (Arizona)’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$182K Buy
7,640
+3,820
+100% +$90.2K 0.03% 343
2022
Q3 		$90K Hold
3,820
– – 0.03% 333
2022
Q2 		$92K Hold
3,820
– – 0.03% 345
2022
Q1 		$94K Buy
+3,820
New +$95.9K 0.03% 376
2021
Q3 		$112K Hold
4,297
– – 0.04% 319
2021
Q2 		$112K Hold
4,297
– – 0.04% 319
2021
Q1 		$112K Buy
+4,297
New +$112K 0.06% 235

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