Institute for 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
Q2 | $392K | Buy |
15,576
+3,068
| +25% | +$77.2K | 0.04% | 368 |
|
|
2025
Q1 | $313K | Buy |
12,508
+1,659
| +15% | +$41.5K | 0.04% | 405 |
|
|
2024
Q4 | $268K | Buy |
10,849
+2,174
| +25% | +$53.7K | 0.03% | 422 |
|
|
2024
Q3 | $218K | Buy |
+8,675
| New | +$218K | 0.03% | 505 |
|
|
2020
Q1 | – | Sell |
-20,020
| Closed | -$509K | – | 646 |
|
|
2019
Q4 | $509K | Hold |
20,020
| – | – | 0.11% | 248 |
|
|
2019
Q3 | $510K | Hold |
20,020
| – | – | 0.13% | 232 |
|
|
2019
Q2 | $507K | Hold |
20,020
| – | – | 0.11% | 252 |
|
|
2019
Q1 | $501K | Buy |
+20,020
| New | +$501K | 0.11% | 244 |
|