Kelman-Lazarov Inc’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $253K | Hold |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $254K | Buy |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $253K | Buy |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $267K | Buy |
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|
2021
Q4 | $273K | Buy |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q2 | $229K | Sell |
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|
2021
Q1 | $284K | Buy |
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