HM Payson & Co’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
Q3 | $162K | Hold |
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|
2025
Q2 | $161K | Hold |
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|
2025
Q1 | $160K | Hold |
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|
2024
Q4 | $158K | Hold |
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|
2024
Q3 | $161K | Hold |
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|
2024
Q2 | $157K | Hold |
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|
2024
Q1 | $157K | Hold |
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|
2023
Q4 | $157K | Hold |
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|
2023
Q3 | $152K | Hold |
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|
2023
Q2 | $153K | Hold |
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|
2023
Q1 | $154K | Hold |
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|
2022
Q4 | $152K | Hold |
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|
2022
Q3 | $150K | Hold |
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|
2022
Q2 | $154K | Hold |
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|
2022
Q1 | $158K | Hold |
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|
2021
Q4 | $164K | Buy |
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|
2021
Q3 | $130K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.95M | Buy |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | $721K | Buy |
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|
2020
Q1 | $479K | Hold |
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|
2019
Q4 | $489K | Buy |
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|
2019
Q3 | $475K | Buy |
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|
2019
Q2 | $285K | Hold |
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|
2019
Q1 | $281K | Buy |
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