LFA
Level Financial 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 | $911K | Sell |
36,186
-794
| -2% | -$20K | 0.28% | 49 |
|
|
2025
Q1 | $924K | Sell |
36,980
-275
| -0.7% | -$6.87K | 0.31% | 49 |
|
|
2024
Q4 | $920K | Buy |
37,255
+8,064
| +28% | +$199K | 0.34% | 45 |
|
|
2024
Q3 | $734K | Sell |
29,191
-1,199
| -4% | -$30.2K | 0.28% | 45 |
|
|
2024
Q2 | $744K | Buy |
30,390
+470
| +2% | +$11.5K | 0.32% | 41 |
|
|
2024
Q1 | $732K | Buy |
29,920
+1,232
| +4% | +$30.2K | 0.33% | 43 |
|
|
2023
Q4 | $702K | Sell |
28,688
-934
| -3% | -$22.9K | 0.35% | 39 |
|
|
2023
Q3 | $704K | Sell |
29,622
-15,706
| -35% | -$373K | 0.39% | 32 |
|
|
2023
Q2 | $1.08M | Sell |
45,328
-3,257
| -7% | -$77.9K | 0.61% | 28 |
|
|
2023
Q1 | $1.17M | Sell |
48,585
-647
| -1% | -$15.6K | 0.7% | 28 |
|
|
2022
Q4 | $1.17M | Buy |
49,232
+9,663
| +24% | +$230K | 0.77% | 28 |
|
|
2022
Q3 | $929K | Sell |
39,569
-425
| -1% | -$9.98K | 0.69% | 23 |
|
|
2022
Q2 | $963K | Sell |
39,994
-1,161
| -3% | -$28K | 0.71% | 23 |
|
|
2022
Q1 | $1.01M | Buy |
41,155
+10,120
| +33% | +$249K | 0.78% | 21 |
|
|
2021
Q4 | $796K | Buy |
+31,035
| New | +$796K | 0.61% | 22 |
|