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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,243
| Closed | -$253K | – | 122 |
|
|
2024
Q4 | $253K | Hold |
10,243
| – | – | 0.05% | 94 |
|
|
2024
Q3 | $258K | Sell |
10,243
-13
| -0.1% | -$327 | 0.04% | 96 |
|
|
2024
Q2 | $251K | Sell |
10,256
-125
| -1% | -$3.06K | 0.05% | 97 |
|
|
2024
Q1 | $254K | Buy |
10,381
+721
| +7% | +$17.7K | 0.05% | 92 |
|
|
2023
Q4 | $236K | Sell |
9,660
-1,300
| -12% | -$31.8K | 0.05% | 95 |
|
|
2023
Q3 | $261K | Buy |
10,960
+360
| +3% | +$8.56K | 0.06% | 87 |
|
|
2023
Q2 | $253K | Buy |
10,600
+588
| +6% | +$14.1K | 0.06% | 90 |
|
|
2023
Q1 | $241K | Buy |
10,012
+145
| +1% | +$3.49K | 0.06% | 90 |
|
|
2022
Q4 | $235K | Sell |
9,867
-601
| -6% | -$14.3K | 0.07% | 85 |
|
|
2022
Q3 | $246K | Hold |
10,468
| – | – | 0.08% | 79 |
|
|
2022
Q2 | $252K | Sell |
10,468
-354
| -3% | -$8.52K | 0.09% | 76 |
|
|
2022
Q1 | $267K | Buy |
10,822
+192
| +2% | +$4.74K | 0.09% | 71 |
|
|
2021
Q4 | $273K | Buy |
10,630
+106
| +1% | +$2.72K | 0.09% | 74 |
|
|
2021
Q3 | $273K | Buy |
10,524
+1,729
| +20% | +$44.9K | 0.1% | 70 |
|
|
2021
Q2 | $229K | Sell |
8,795
-2,132
| -20% | -$55.5K | 0.08% | 78 |
|
|
2021
Q1 | $284K | Buy |
+10,927
| New | +$284K | 0.1% | 69 |
|