Lokken Investment Group’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
2022 Q1	–	Sell	-13,015	Closed	-$355K	–	142
2021 Q4	$355K	Buy	13,015 +373	+3%	+$10.2K	0.25%	88
2021 Q3	$348K	Buy	+12,642	New	+$348K	0.28%	83