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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$508K	Buy	20,287 +1,215	+6%	+$30.6K	0.06%	73
2025 Q4	$481K	Buy	19,072 +257	+1%	+$6.49K	0.06%	74
2025 Q3	$476K	Sell	18,815 -732	-4%	-$18.4K	0.06%	74
2025 Q2	$492K	Sell	19,547 -2,862	-13%	-$71.4K	0.07%	71
2025 Q1	$560K	Buy	22,409 +2,772	+14%	+$68.8K	0.08%	60
2024 Q4	$485K	Sell	19,637 -756	-4%	-$18.8K	0.07%	68
2024 Q3	$513K	Sell	20,393 -4,488	-18%	-$112K	0.08%	64
2024 Q2	$609K	Buy	24,881 +51	+0.2%	+$1.24K	0.1%	56
2024 Q1	$608K	Sell	24,830 -12,207	-33%	-$298K	0.11%	58
2023 Q4	$907K	Sell	37,037 -438	-1%	-$10.5K	0.17%	48
2023 Q3	$891K	Sell	37,475 -1,491	-4%	-$35.6K	0.19%	45
2023 Q2	$932K	Sell	38,966 -23,122	-37%	-$555K	0.19%	46
2023 Q1	$1.49M	Buy	62,088 +2,880	+5%	+$68.9K	0.33%	37
2022 Q4	$1.41M	Buy	59,208 +11,465	+24%	+$271K	0.33%	37
2022 Q3	$1.12M	Buy	47,743 +9,613	+25%	+$231K	0.28%	39
2022 Q2	$919K	Buy	38,130 +10,445	+38%	+$253K	0.22%	41
2022 Q1	$682K	Buy	27,685 +15,611	+129%	+$392K	0.18%	42
2021 Q4	$310K	Buy	12,074 +3,977	+49%	+$102K	0.08%	67
2021 Q3	$210K	Buy	+8,097	New	+$211K	0.06%	78