Journey Strategic Wealth’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$553K	Buy	21,977 +116	+0.5%	+$2.92K	0.02%	275
2025 Q1	$546K	Buy	21,861 +1,846	+9%	+$46.1K	0.02%	209
2024 Q4	$494K	Buy	20,015 +2,962	+17%	+$73.2K	0.02%	220
2024 Q3	$429K	Buy	17,053 +4,805	+39%	+$121K	0.02%	249
2024 Q2	$300K	Buy	+12,248	New	+$300K	0.01%	250