Leonard Rickey Investment Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.09M	Sell	43,570 -563	-1%	-$14.2K	0.19%	44
2025 Q4	$1.11M	Sell	44,133 -2,957	-6%	-$74.7K	0.2%	44
2025 Q3	$1.19M	Buy	47,090 +920	+2%	+$23.2K	0.22%	42
2025 Q2	$1.16M	Sell	46,170 -3,710	-7%	-$92.5K	0.23%	42
2025 Q1	$1.24M	Buy	49,880 +886	+2%	+$22K	0.27%	35
2024 Q4	$1.21M	Sell	48,994 -677	-1%	-$16.8K	0.28%	34
2024 Q3	$1.25M	Sell	49,671 -86	-0.2%	-$2.14K	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%	+$78.3K	0.35%	31
2023 Q3	$1.08M	Sell	45,582 -681	-1%	-$16.3K	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%	-$3.54K	0.39%	29
2022 Q4	$992K	Sell	41,733 -3,776	-8%	-$89.1K	0.42%	27
2022 Q3	$1.07M	Sell	45,509 -575	-1%	-$13.8K	0.5%	23
2022 Q2	$1.11M	Buy	46,084 +765	+2%	+$18.6K	0.49%	23
2022 Q1	$1.12M	Buy	45,319 +7,016	+18%	+$176K	0.43%	29
2021 Q4	$982K	Buy	38,303 +2,034	+6%	+$52.4K	0.36%	31
2021 Q3	$942K	Buy	36,269 +1,381	+4%	+$36K	0.4%	30
2021 Q2	$910K	Buy	34,888 +22,836	+189%	+$595K	0.39%	30
2021 Q1	$313K	Buy	+12,052	New	+$314K	0.13%	50