Keener Financial Planning’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 | $201K | Buy |
8,668
+33
| +0.4% | +$765 | 0.1% | 50 |
|
|
2025
Q1 | $199K | Buy |
8,635
+710
| +9% | +$16.4K | 0.13% | 41 |
|
|
2024
Q4 | $180K | Buy |
7,925
+6,876
| +655% | +$156K | 0.11% | 49 |
|
|
2024
Q3 | $24K | Sell |
1,049
-33
| -3% | -$755 | 0.02% | 109 |
|
|
2024
Q2 | $24K | Buy |
1,082
+5
| +0.5% | +$111 | 0.02% | 110 |
|
|
2024
Q1 | $25K | Buy |
1,077
+439
| +69% | +$10.2K | 0.02% | 115 |
|
|
2023
Q4 | $15K | Buy |
+638
| New | +$15K | 0.01% | 130 |
|