Horst & Graben 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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38,276
| Closed | -$945K | – | 167 |
|
|
2024
Q4 | $945K | Buy |
38,276
+11,289
| +42% | +$279K | 0.17% | 62 |
|
|
2024
Q3 | $679K | Buy |
+26,987
| New | +$679K | 0.12% | 75 |
|
|
2023
Q2 | – | Sell |
-10,182
| Closed | -$245K | – | 137 |
|
|
2023
Q1 | $245K | Sell |
10,182
-15,444
| -60% | -$372K | 0.06% | 111 |
|
|
2022
Q4 | $609K | Buy |
25,626
+5,933
| +30% | +$141K | 0.16% | 69 |
|
|
2022
Q3 | $463K | Sell |
19,693
-2,379
| -11% | -$55.9K | 0.13% | 77 |
|
|
2022
Q2 | $532K | Sell |
22,072
-2,709
| -11% | -$65.3K | 0.14% | 74 |
|
|
2022
Q1 | $610K | Sell |
24,781
-26,047
| -51% | -$641K | 0.15% | 69 |
|
|
2021
Q4 | $1.3M | Sell |
50,828
-21,460
| -30% | -$551K | 0.33% | 45 |
|
|
2021
Q3 | $1.88M | Sell |
72,288
-42,990
| -37% | -$1.12M | 0.52% | 34 |
|
|
2021
Q2 | $3M | Buy |
115,278
+62,312
| +118% | +$1.62M | 0.84% | 29 |
|
|
2021
Q1 | $1.38M | Buy |
52,966
+22,474
| +74% | +$584K | 0.43% | 36 |
|
|
2020
Q4 | $798K | Sell |
30,492
-5,084
| -14% | -$133K | 0.28% | 46 |
|
|
2020
Q3 | $929K | Buy |
35,576
+11,291
| +46% | +$295K | 0.36% | 38 |
|
|
2020
Q2 | $632K | Buy |
24,285
+2,498
| +11% | +$65K | 0.28% | 47 |
|
|
2020
Q1 | $543K | Buy |
+21,787
| New | +$543K | 0.29% | 44 |
|