LFA
Level Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
13,190
+275
| +2% | +$6.39K | 0.1% | 74 |
|
|
2025
Q1 | $298K | Sell |
12,915
-67
| -0.5% | -$1.55K | 0.1% | 74 |
|
|
2024
Q4 | $295K | Sell |
12,982
-53
| -0.4% | -$1.2K | 0.11% | 69 |
|
|
2024
Q3 | $310K | Sell |
13,035
-159
| -1% | -$3.78K | 0.12% | 64 |
|
|
2024
Q2 | $300K | Hold |
13,194
| – | – | 0.13% | 58 |
|
|
2024
Q1 | $303K | Sell |
13,194
-196
| -1% | -$4.51K | 0.14% | 59 |
|
|
2023
Q4 | $312K | Sell |
13,390
-3,162
| -19% | -$73.6K | 0.15% | 54 |
|
|
2023
Q3 | $360K | Sell |
16,552
-3,929
| -19% | -$85.5K | 0.2% | 47 |
|
|
2023
Q2 | $466K | Sell |
20,481
-5,251
| -20% | -$119K | 0.26% | 41 |
|
|
2023
Q1 | $592K | Sell |
25,732
-5,627
| -18% | -$130K | 0.36% | 34 |
|
|
2022
Q4 | $699K | Buy |
31,359
+1,081
| +4% | +$24.1K | 0.46% | 29 |
|
|
2022
Q3 | $659K | Buy |
30,278
+683
| +2% | +$14.9K | 0.49% | 28 |
|
|
2022
Q2 | $685K | Sell |
29,595
-11,284
| -28% | -$261K | 0.5% | 24 |
|
|
2022
Q1 | $1.03M | Buy |
40,879
+13,743
| +51% | +$345K | 0.79% | 20 |
|
|
2021
Q4 | $741K | Buy |
+27,136
| New | +$741K | 0.57% | 24 |
|