Idaho Trust Bank’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
2024
Q2
– Sell
-11,426
Closed -$280K – 142
2024
Q1
$280K Buy
+11,426
New +$279K 0.27% 75

Other funds holding SUSB

Idaho Trust Bank's SUSB Position: Q2 2024 in Review

Idaho Trust Bank sold out of iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) in Q2 2024, closing a stake of 11,426 shares — an estimated $280K sold.

Idaho Trust Bank first reported a position in SUSB in Q1 2024 and held it in 1 quarter. The position peaked at $280K in Q1 2024. 256 funds tracked by Wall St. Rank hold SUSB as of Q2 2024.

  • Idaho Trust Bank reported no remaining iShares ESG Aware 1-5 Year USD Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 11,426 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2024, an estimated $280K.
  • Idaho Trust Bank first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's iShares ESG Aware 1-5 Year USD Corporate Bond ETF position peaked at $280K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.