JWA
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JFS Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

JFS Wealth Advisors’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,878
Closed -$46.4K – 1992
2024
Q4 		$46.4K Buy
1,878
+179
+11% +$4.42K ﹤0.01% 476
2024
Q3 		$42.7K Buy
+1,699
New +$42.7K ﹤0.01% 494