LGWM
Litman Gregory Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Hold |
11,606
| – | – | 0.02% | 118 |
|
|
2025
Q1 | $290K | Hold |
11,606
| – | – | 0.02% | 118 |
|
|
2024
Q4 | $287K | Sell |
11,606
-10,554
| -48% | -$261K | 0.02% | 109 |
|
|
2024
Q3 | $558K | Sell |
22,160
-600
| -3% | -$15.1K | 0.05% | 82 |
|
|
2024
Q2 | $557K | Sell |
22,760
-9,645
| -30% | -$236K | 0.05% | 82 |
|
|
2024
Q1 | $793K | Hold |
32,405
| – | – | 0.07% | 77 |
|
|
2023
Q4 | $793K | Hold |
32,405
| – | – | 0.08% | 76 |
|
|
2023
Q3 | $770K | Buy |
32,405
+4,200
| +15% | +$99.8K | 0.08% | 75 |
|
|
2023
Q2 | $674K | Buy |
+28,205
| New | +$674K | 0.08% | 52 |
|
|
2023
Q1 | – | Sell |
-27,812
| Closed | -$661K | – | 88 |
|
|
2022
Q4 | $661K | Buy |
27,812
+16,675
| +150% | +$396K | 0.09% | 52 |
|
|
2022
Q3 | $262K | Buy |
+11,137
| New | +$262K | 0.04% | 73 |
|