JFS Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

JFS Wealth Advisors’s Portfolio SUSC Stock Details SUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$237K	Buy
2025 Q1	$216K	Sell
2024 Q4	$216K	Buy
2024 Q3	$204K	Sell
2024 Q2	$200K	Buy
2024 Q1	$188K	Buy
2023 Q4	$162K	Buy