KWA
SUSB icon

Kondo Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.66M Sell
106,300
-27,010
-20% -$677K 1.18% 13
2025
Q1
$3.33M Sell
133,310
-17,299
-11% -$432K 1.64% 13
2024
Q4
$3.72M Buy
+150,609
New +$3.72M 1.89% 13