Levy Wealth Management Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.49M | Buy |
60,661
+50
| +0.1% | +$1.23K | 0.38% | 33 |
|
|
2024
Q1 | $1.48M | Hold |
60,611
| – | – | 0.42% | 31 |
|
|
2023
Q4 | $1.48M | Sell |
60,611
-231
| -0.4% | -$5.66K | 0.42% | 31 |
|
|
2023
Q3 | $1.45M | Buy |
60,842
+3,085
| +5% | +$73.3K | 0.45% | 31 |
|
|
2023
Q2 | $1.38M | Buy |
57,757
+10,299
| +22% | +$246K | 0.41% | 35 |
|
|
2023
Q1 | $1.14M | Buy |
47,458
+17,053
| +56% | +$410K | 0.35% | 35 |
|
|
2022
Q4 | $723K | Buy |
30,405
+901
| +3% | +$21.4K | 0.24% | 42 |
|
|
2022
Q3 | $693K | Buy |
+29,504
| New | +$693K | 0.3% | 37 |
|