LRIA
Leonard Rickey Investment 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 | $1.16M | Sell |
46,170
-3,710
| -7% | -$93.4K | 0.23% | 42 |
|
|
2025
Q1 | $1.24M | Buy |
49,880
+886
| +2% | +$21.9K | 0.27% | 35 |
|
|
2024
Q4 | $1.21M | Sell |
48,994
-677
| -1% | -$16.7K | 0.28% | 34 |
|
|
2024
Q3 | $1.25M | Sell |
49,671
-86
| -0.2% | -$2.16K | 0.28% | 36 |
|
|
2024
Q2 | $1.22M | Buy |
49,757
+467
| +0.9% | +$11.4K | 0.29% | 34 |
|
|
2024
Q1 | $1.21M | Buy |
49,290
+439
| +0.9% | +$10.7K | 0.31% | 32 |
|
|
2023
Q4 | $1.2M | Buy |
48,851
+3,269
| +7% | +$80K | 0.35% | 31 |
|
|
2023
Q3 | $1.08M | Sell |
45,582
-681
| -1% | -$16.2K | 0.35% | 32 |
|
|
2023
Q2 | $1.11M | Buy |
46,263
+4,678
| +11% | +$112K | 0.42% | 28 |
|
|
2023
Q1 | $1M | Sell |
41,585
-148
| -0.4% | -$3.56K | 0.39% | 29 |
|
|
2022
Q4 | $992K | Sell |
41,733
-3,776
| -8% | -$89.8K | 0.42% | 27 |
|
|
2022
Q3 | $1.07M | Sell |
45,509
-575
| -1% | -$13.5K | 0.5% | 23 |
|
|
2022
Q2 | $1.11M | Buy |
46,084
+765
| +2% | +$18.4K | 0.49% | 23 |
|
|
2022
Q1 | $1.12M | Buy |
45,319
+7,016
| +18% | +$173K | 0.43% | 29 |
|
|
2021
Q4 | $982K | Buy |
38,303
+2,034
| +6% | +$52.1K | 0.36% | 31 |
|
|
2021
Q3 | $942K | Buy |
36,269
+1,381
| +4% | +$35.9K | 0.4% | 30 |
|
|
2021
Q2 | $910K | Buy |
34,888
+22,836
| +189% | +$596K | 0.39% | 30 |
|
|
2021
Q1 | $313K | Buy |
+12,052
| New | +$313K | 0.13% | 50 |
|