Integrated Wealth Concepts’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 | $425K | Buy |
16,872
+2,030
| +14% | +$51.1K | ﹤0.01% | 1366 |
|
|
2025
Q1 | $371K | Buy |
14,842
+4,931
| +50% | +$123K | ﹤0.01% | 1290 |
|
|
2024
Q4 | $245K | Buy |
9,911
+1,834
| +23% | +$45.3K | ﹤0.01% | 1491 |
|
|
2024
Q3 | $203K | Buy |
+8,077
| New | +$203K | ﹤0.01% | 1553 |
|
|
2021
Q3 | – | Sell |
-12,226
| Closed | -$318K | – | 980 |
|
|
2021
Q2 | $318K | Buy |
12,226
+3,025
| +33% | +$78.7K | 0.01% | 640 |
|
|
2021
Q1 | $239K | Buy |
+9,201
| New | +$239K | 0.01% | 645 |
|