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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47K | Sell |
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2025
Q1 | $17.7K | Buy |
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|
2024
Q4 | $4.68K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $74.6K | Sell |
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|
2023
Q1 | $146K | Sell |
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|
2022
Q4 | $689K | Buy |
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|
2022
Q3 | $686K | Sell |
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|
2022
Q2 | $689K | Hold |
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|
2022
Q1 | $689K | Buy |
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|
2021
Q4 | $55K | Buy |
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|
2021
Q3 | $55K | Buy |
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|
2021
Q2 | $50K | Hold |
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|
2021
Q1 | $50K | Buy |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Buy |
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