JSAM
J. Safra Asset Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Hold |
39,506
| – | – | 0.07% | 49 |
|
|
2025
Q1 | $987K | Hold |
39,506
| – | – | 0.08% | 42 |
|
|
2024
Q4 | $976K | Hold |
39,506
| – | – | 0.08% | 41 |
|
|
2024
Q3 | $996K | Buy |
39,506
+11,819
| +43% | +$298K | 0.09% | 31 |
|
|
2024
Q2 | $678K | Buy |
+27,687
| New | +$678K | 0.07% | 29 |
|