LifePlan Investment Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.11M Buy
2025
Q2
$1.04M Buy
2025
Q1
$897K Buy
2024
Q4
$787K Buy
2024
Q3
$559K Sell
2024
Q2
$538K Buy
2024
Q1
$539K Buy
2023
Q4
$475K Buy
2023
Q3
$359K Sell
2023
Q2
$391K Buy