Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $278K | Buy |
11,360
+25
| +0.2% | +$609 | 0.04% | 134 |
|
|
2024
Q1 | $277K | Sell |
11,335
-1,617
| -12% | -$39.5K | 0.04% | 130 |
|
|
2023
Q4 | $317K | Sell |
12,952
-464
| -3% | -$11.1K | 0.05% | 127 |
|
|
2023
Q3 | $319K | Buy |
13,416
+289
| +2% | +$6.9K | 0.05% | 121 |
|
|
2023
Q2 | $314K | Buy |
13,127
+31
| +0.2% | +$745 | 0.05% | 125 |
|
|
2023
Q1 | $315K | Sell |
13,096
-584
| -4% | -$14K | 0.05% | 124 |
|
|
2022
Q4 | $325K | Sell |
13,680
-91
| -0.7% | -$2.15K | 0.05% | 122 |
|
|
2022
Q3 | $323K | Sell |
13,771
-225
| -2% | -$5.41K | 0.06% | 121 |
|
|
2022
Q2 | $337K | Sell |
13,996
-1,676
| -11% | -$40.7K | 0.06% | 117 |
|
|
2022
Q1 | $386K | Sell |
15,672
-2,095
| -12% | -$52.6K | 0.06% | 122 |
|
|
2021
Q4 | $456K | Buy |
17,767
+496
| +3% | +$12.8K | 0.07% | 119 |
|
|
2021
Q3 | $449K | Buy |
17,271
+2,005
| +13% | +$52.2K | 0.07% | 126 |
|
|
2021
Q2 | $398K | Sell |
15,266
-15,677
| -51% | -$408K | 0.07% | 133 |
|
|
2021
Q1 | $804K | Buy |
30,943
+1,039
| +3% | +$27.1K | 0.16% | 101 |
|
|
2020
Q4 | $783K | Buy |
29,904
+5,201
| +21% | +$136K | 0.17% | 99 |
|
|
2020
Q3 | $645K | Buy |
24,703
+254
| +1% | +$6.63K | 0.15% | 101 |
|
|
2020
Q2 | $636K | Buy |
24,449
+307
| +1% | +$7.86K | 0.13% | 103 |
|
|
2020
Q1 | $602K | Buy |
24,142
+2,013
| +9% | +$50.8K | 0.14% | 98 |
|
|
2019
Q4 | $563K | Buy |
22,129
+119
| +0.5% | +$3.03K | 0.12% | 114 |
|
|
2019
Q3 | $560K | Sell |
22,010
-257
| -1% | -$6.52K | 0.12% | 110 |
|
|
2019
Q2 | $564K | Buy |
22,267
+171
| +0.8% | +$4.28K | 0.12% | 111 |
|
|
2019
Q1 | $553K | Buy |
22,096
+12,608
| +133% | +$312K | 0.12% | 111 |
|
|
2018
Q4 | $232K | Buy |
+9,488
| New | +$232K | 0.05% | 153 |
|
Other funds holding SUSB
FPF
AA
