Life Line Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
10,788
-803
| -7% | -$18.7K | 0.08% | 33 |
|
|
2025
Q1 | $267K | Sell |
11,591
-909
| -7% | -$21K | 0.1% | 28 |
|
|
2024
Q4 | $284K | Sell |
12,500
-79
| -0.6% | -$1.8K | 0.1% | 22 |
|
|
2024
Q3 | $299K | Sell |
12,579
-476
| -4% | -$11.3K | 0.11% | 21 |
|
|
2024
Q2 | $297K | Sell |
13,055
-808
| -6% | -$18.4K | 0.11% | 18 |
|
|
2024
Q1 | $319K | Sell |
13,863
-1,302
| -9% | -$29.9K | 0.12% | 24 |
|
|
2023
Q4 | $353K | Buy |
+15,165
| New | +$353K | 0.14% | 21 |
|