IFP Advisors’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 | $5.47K | Sell |
218
-489
| -69% | -$12.3K | ﹤0.01% | 3314 |
|
|
2025
Q1 | $17.7K | Buy |
707
+517
| +272% | +$12.9K | ﹤0.01% | 2339 |
|
|
2024
Q4 | $4.69K | Buy |
+190
| New | +$4.69K | ﹤0.01% | 2819 |
|
|
2023
Q3 | – | Sell |
-3,118
| Closed | -$74.6K | – | 3534 |
|
|
2023
Q2 | $74.6K | Sell |
3,118
-2,843
| -48% | -$68K | ﹤0.01% | 1447 |
|
|
2023
Q1 | $146K | Sell |
5,961
-22,207
| -79% | -$545K | 0.01% | 1073 |
|
|
2022
Q4 | $689K | Buy |
28,168
+142
| +0.5% | +$3.47K | 0.02% | 762 |
|
|
2022
Q3 | $686K | Sell |
28,026
-126
| -0.4% | -$3.08K | 0.02% | 783 |
|
|
2022
Q2 | $689K | Hold |
28,152
| – | – | 0.02% | 699 |
|
|
2022
Q1 | $689K | Buy |
28,152
+25,985
| +1,199% | +$636K | 0.02% | 699 |
|
|
2021
Q4 | $55K | Buy |
2,167
+32
| +1% | +$812 | ﹤0.01% | 1493 |
|
|
2021
Q3 | $55K | Buy |
2,135
+175
| +9% | +$4.51K | ﹤0.01% | 1496 |
|
|
2021
Q2 | $50K | Hold |
1,960
| – | – | ﹤0.01% | 1523 |
|
|
2021
Q1 | $50K | Buy |
+1,960
| New | +$50K | ﹤0.01% | 1467 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3948 |
|
|
2020
Q3 | – | Sell |
-56
| Closed | -$1K | – | 3806 |
|
|
2020
Q2 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 2583 |
|