LifePlan Investment Advisors’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 | $1.04M | Buy |
44,654
+5,760
| +15% | +$134K | 0.52% | 54 |
|
|
2025
Q1 | $897K | Buy |
38,894
+4,238
| +12% | +$97.7K | 0.52% | 52 |
|
|
2024
Q4 | $787K | Buy |
34,656
+11,167
| +48% | +$254K | 0.49% | 50 |
|
|
2024
Q3 | $559K | Sell |
23,489
-190
| -0.8% | -$4.52K | 0.36% | 52 |
|
|
2024
Q2 | $538K | Buy |
23,679
+241
| +1% | +$5.48K | 0.39% | 54 |
|
|
2024
Q1 | $539K | Buy |
23,438
+3,019
| +15% | +$69.4K | 0.43% | 48 |
|
|
2023
Q4 | $475K | Buy |
20,419
+3,921
| +24% | +$91.2K | 0.43% | 42 |
|
|
2023
Q3 | $359K | Sell |
16,498
-705
| -4% | -$15.3K | 0.38% | 45 |
|
|
2023
Q2 | $391K | Buy |
+17,203
| New | +$391K | 0.44% | 38 |
|