Lido 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
2023
Q2
Sell
-23,192
Closed -$558K 1115
2023
Q1
$558K Hold
23,192
0.01% 571
2022
Q4
$551K Buy
23,192
+4,192
+22% +$99.6K 0.01% 498
2022
Q3
$446K Buy
+19,000
New +$446K 0.01% 512