Keener Financial Planning’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 | $504K | Hold |
20,048
| – | – | 0.25% | 26 |
|
|
2025
Q1 | $501K | Buy |
20,048
+1,720
| +9% | +$43K | 0.33% | 21 |
|
|
2024
Q4 | $452K | Buy |
18,328
+17,992
| +5,355% | +$444K | 0.27% | 28 |
|
|
2024
Q3 | $8K | Hold |
336
| – | – | 0.01% | 146 |
|
|
2024
Q2 | $8K | Hold |
336
| – | – | 0.01% | 142 |
|
|
2024
Q1 | $9K | Buy |
+336
| New | +$9K | 0.01% | 158 |
|