Larson Financial Group’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 | $355K | Buy |
15,280
+167
| +1% | +$3.88K | 0.01% | 524 |
|
|
2025
Q1 | $349K | Sell |
15,113
-9,511
| -39% | -$219K | 0.02% | 482 |
|
|
2024
Q4 | $559K | Buy |
24,624
+1,134
| +5% | +$25.8K | 0.03% | 326 |
|
|
2024
Q3 | $559K | Sell |
23,490
-1,612
| -6% | -$38.4K | 0.03% | 314 |
|
|
2024
Q2 | $570K | Buy |
25,102
+1,804
| +8% | +$41K | 0.04% | 252 |
|
|
2024
Q1 | $536K | Sell |
23,298
-56
| -0.2% | -$1.29K | 0.04% | 234 |
|
|
2023
Q4 | $543K | Sell |
23,354
-198
| -0.8% | -$4.61K | 0.05% | 207 |
|
|
2023
Q3 | $512K | Buy |
23,552
+1,200
| +5% | +$26.1K | 0.05% | 193 |
|
|
2023
Q2 | $508K | Buy |
22,352
+705
| +3% | +$16K | 0.05% | 195 |
|
|
2023
Q1 | $498K | Sell |
21,647
-395
| -2% | -$9.09K | 0.05% | 199 |
|
|
2022
Q4 | $491K | Buy |
22,042
+2,024
| +10% | +$45.1K | 0.06% | 193 |
|
|
2022
Q3 | $436K | Buy |
20,018
+4,324
| +28% | +$94.2K | 0.06% | 178 |
|
|
2022
Q2 | $363K | Buy |
15,694
+1,903
| +14% | +$44K | 0.06% | 127 |
|
|
2022
Q1 | $347K | Buy |
13,791
+1,130
| +9% | +$28.4K | 0.06% | 140 |
|
|
2021
Q4 | $346K | Buy |
12,661
+478
| +4% | +$13.1K | 0.05% | 149 |
|
|
2021
Q3 | $335K | Buy |
12,183
+1,050
| +9% | +$28.9K | 0.07% | 105 |
|
|
2021
Q2 | $309K | Buy |
11,133
+942
| +9% | +$26.1K | 0.07% | 95 |
|
|
2021
Q1 | $275K | Buy |
10,191
+10,124
| +15,110% | +$273K | 0.08% | 90 |
|
|
2020
Q4 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 654 |
|