Kestra Private Wealth Services’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
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|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $391K | Sell |
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|
2024
Q3 | $463K | Buy |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $390K | Buy |
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|
2023
Q3 | $338K | Buy |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $352K | Sell |
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|
2022
Q1 | $6.05M | Buy |
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|
2021
Q4 | $6.41M | Buy |
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|
2021
Q3 | $6.42M | Buy |
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|
2021
Q2 | $6.26M | Buy |
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|
2021
Q1 | $4.88M | Buy |
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