Kingsview Wealth Management’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
$207K Sell
8,900
-43
-0.5% -$999 ﹤0.01% 1099
2025
Q1
$206K Hold
8,943
﹤0.01% 1032
2024
Q4
$203K Sell
8,943
-399
-4% -$9.07K ﹤0.01% 1053
2024
Q3
$222K Sell
9,342
-354
-4% -$8.42K ﹤0.01% 996
2024
Q2
$220K Buy
+9,696
New +$220K 0.01% 953