Level Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $218K | Sell |
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2025
Q2 | $306K | Buy |
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2025
Q1 | $298K | Sell |
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|
2024
Q4 | $295K | Sell |
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|
2024
Q3 | $310K | Sell |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $303K | Sell |
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|
2023
Q4 | $312K | Sell |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $592K | Sell |
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|
2022
Q4 | $699K | Buy |
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|
2022
Q3 | $659K | Buy |
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|
2022
Q2 | $685K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $741K | Buy |
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