Litman Gregory Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $290K | Hold |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $793K | Hold |
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|
2023
Q4 | $793K | Hold |
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|
2023
Q3 | $770K | Buy |
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|
2023
Q2 | $674K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $661K | Buy |
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|
2022
Q3 | $262K | Buy |
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