IFP Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2K | Sell |
1,173
-2,126
| -64% | -$49.4K | ﹤0.01% | 2374 |
|
|
2025
Q1 | $76.1K | Buy |
3,299
+2,641
| +401% | +$60.9K | ﹤0.01% | 1686 |
|
|
2024
Q4 | $14.9K | Buy |
658
+413
| +169% | +$9.38K | ﹤0.01% | 2379 |
|
|
2024
Q3 | $5.83K | Hold |
245
| – | – | ﹤0.01% | 2615 |
|
|
2024
Q2 | $5.57K | Buy |
+245
| New | +$5.57K | ﹤0.01% | 2526 |
|
|
2023
Q3 | – | Sell |
-8,986
| Closed | -$204K | – | 3533 |
|
|
2023
Q2 | $204K | Sell |
8,986
-7,647
| -46% | -$174K | 0.01% | 1015 |
|
|
2023
Q1 | $403K | Sell |
16,633
-16,807
| -50% | -$407K | 0.02% | 671 |
|
|
2022
Q4 | $810K | Buy |
33,440
+3,854
| +13% | +$93.4K | 0.02% | 701 |
|
|
2022
Q3 | $715K | Buy |
29,586
+1,833
| +7% | +$44.3K | 0.02% | 764 |
|
|
2022
Q2 | $671K | Hold |
27,753
| – | – | 0.02% | 715 |
|
|
2022
Q1 | $671K | Buy |
27,753
+27,299
| +6,013% | +$660K | 0.02% | 715 |
|
|
2021
Q4 | $13K | Buy |
454
+4
| +0.9% | +$115 | ﹤0.01% | 2093 |
|
|
2021
Q3 | $13K | Buy |
450
+397
| +749% | +$11.5K | ﹤0.01% | 2123 |
|
|
2021
Q2 | $2K | Sell |
53
-258
| -83% | -$9.74K | ﹤0.01% | 2759 |
|
|
2021
Q1 | $9K | Buy |
311
+12
| +4% | +$347 | ﹤0.01% | 2172 |
|
|
2020
Q4 | $9K | Buy |
299
+2
| +0.7% | +$60 | ﹤0.01% | 2110 |
|
|
2020
Q3 | $9K | Buy |
297
+98
| +49% | +$2.97K | ﹤0.01% | 1946 |
|
|
2020
Q2 | $5K | Buy |
+199
| New | +$5K | ﹤0.01% | 2095 |
|