LexAurum Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
18,812
+1,097
| +6% | +$27.6K | 0.07% | 204 |
|
|
2025
Q1 | $443K | Sell |
17,715
-4,158
| -19% | -$104K | 0.08% | 205 |
|
|
2024
Q4 | $540K | Buy |
21,873
+1,169
| +6% | +$28.9K | 0.11% | 174 |
|
|
2024
Q3 | $521K | Buy |
20,704
+7,852
| +61% | +$198K | 0.11% | 160 |
|
|
2024
Q2 | $315K | Buy |
12,852
+1,553
| +14% | +$38K | 0.08% | 215 |
|
|
2024
Q1 | $277K | Buy |
11,299
+703
| +7% | +$17.2K | 0.07% | 238 |
|
|
2023
Q4 | $259K | Buy |
10,596
+434
| +4% | +$10.6K | 0.07% | 249 |
|
|
2023
Q3 | $242K | Buy |
10,162
+311
| +3% | +$7.39K | 0.07% | 239 |
|
|
2023
Q2 | $236K | Buy |
+9,851
| New | +$236K | 0.07% | 233 |
|