Institute for Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Institute for Wealth Management’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$462K	Buy
2025 Q2	$392K	Buy
2025 Q1	$313K	Buy
2024 Q4	$268K	Buy
2024 Q3	$218K	Buy
2020 Q1	–	Sell
2019 Q4	$509K	Hold
2019 Q3	$510K	Hold
2019 Q2	$507K	Hold
2019 Q1	$501K	Buy