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Joel Adams & Associates’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Joel Adams & Associates’s Portfolio SUSB Stock Details SUSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$393K Buy
15,601
+14
+0.1% +$352 0.35% 38
2025
Q1 		$390K Sell
15,587
-671
-4% -$16.8K 0.35% 36
2024
Q4 		$402K Buy
+16,258
New +$402K 0.36% 38