Level Financial 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 | $874K | Sell |
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2025
Q2 | $911K | Sell |
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2025
Q1 | $924K | Sell |
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|
2024
Q4 | $920K | Buy |
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|
2024
Q3 | $734K | Sell |
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|
2024
Q2 | $744K | Buy |
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|
2024
Q1 | $732K | Buy |
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|
2023
Q4 | $702K | Sell |
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|
2023
Q3 | $704K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $929K | Sell |
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|
2022
Q2 | $963K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $796K | Buy |
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