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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Buy |
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2025
Q2 | $1.16M | Sell |
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2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $1M | Sell |
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|
2022
Q4 | $992K | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $982K | Buy |
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|
2021
Q3 | $942K | Buy |
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|
2021
Q2 | $910K | Buy |
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|
2021
Q1 | $313K | Buy |
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