JFS Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
10,198
+838
| +9% | +$19.5K | 0.02% | 282 |
|
|
2025
Q1 | $216K | Sell |
9,360
-164
| -2% | -$3.78K | 0.01% | 297 |
|
|
2024
Q4 | $216K | Buy |
9,524
+970
| +11% | +$22K | 0.01% | 280 |
|
|
2024
Q3 | $204K | Sell |
8,554
-255
| -3% | -$6.07K | 0.01% | 287 |
|
|
2024
Q2 | $200K | Buy |
8,809
+611
| +7% | +$13.9K | 0.02% | 246 |
|
|
2024
Q1 | $188K | Buy |
8,198
+1,245
| +18% | +$28.6K | 0.02% | 247 |
|
|
2023
Q4 | $162K | Buy |
+6,953
| New | +$162K | 0.01% | 251 |
|