Jones Financial Companies’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 | $537K | Buy |
23,228
+2,938
| +14% | +$67.9K | ﹤0.01% | 1253 |
|
|
2025
Q1 | $467K | Buy |
20,290
+10,508
| +107% | +$242K | ﹤0.01% | 1160 |
|
|
2024
Q4 | $222K | Buy |
9,782
+625
| +7% | +$14.2K | ﹤0.01% | 1308 |
|
|
2024
Q3 | $218K | Buy |
9,157
+6,957
| +316% | +$166K | ﹤0.01% | 1101 |
|
|
2024
Q2 | $50K | Buy |
2,200
+1,908
| +653% | +$43.4K | ﹤0.01% | 1252 |
|
|
2024
Q1 | $6.71K | Hold |
292
| – | – | ﹤0.01% | 1130 |
|
|
2023
Q4 | $6.8K | Buy |
+292
| New | +$6.8K | ﹤0.01% | 725 |
|