JBA
Johnson Bixby & Associates’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
19,547
-2,862
| -13% | -$72K | 0.07% | 71 |
|
|
2025
Q1 | $560K | Buy |
22,409
+2,772
| +14% | +$69.3K | 0.08% | 60 |
|
|
2024
Q4 | $485K | Sell |
19,637
-756
| -4% | -$18.7K | 0.07% | 68 |
|
|
2024
Q3 | $513K | Sell |
20,393
-4,488
| -18% | -$113K | 0.08% | 64 |
|
|
2024
Q2 | $609K | Buy |
24,881
+51
| +0.2% | +$1.25K | 0.1% | 56 |
|
|
2024
Q1 | $608K | Sell |
24,830
-12,207
| -33% | -$299K | 0.11% | 58 |
|
|
2023
Q4 | $907K | Sell |
37,037
-438
| -1% | -$10.7K | 0.17% | 48 |
|
|
2023
Q3 | $891K | Sell |
37,475
-1,491
| -4% | -$35.4K | 0.19% | 45 |
|
|
2023
Q2 | $932K | Sell |
38,966
-23,122
| -37% | -$553K | 0.19% | 46 |
|
|
2023
Q1 | $1.49M | Buy |
62,088
+2,880
| +5% | +$69.3K | 0.33% | 37 |
|
|
2022
Q4 | $1.41M | Buy |
59,208
+11,465
| +24% | +$273K | 0.33% | 37 |
|
|
2022
Q3 | $1.12M | Buy |
47,743
+9,613
| +25% | +$226K | 0.28% | 39 |
|
|
2022
Q2 | $919K | Buy |
38,130
+10,445
| +38% | +$252K | 0.22% | 41 |
|
|
2022
Q1 | $682K | Buy |
27,685
+15,611
| +129% | +$385K | 0.18% | 42 |
|
|
2021
Q4 | $310K | Buy |
12,074
+3,977
| +49% | +$102K | 0.08% | 67 |
|
|
2021
Q3 | $210K | Buy |
+8,097
| New | +$210K | 0.06% | 78 |
|