LFASL
Lugano Financial Advisors SA (LFA)’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 | $11.4M | Buy |
457,113
+218,161
| +91% | +$5.45M | 6.77% | 3 |
|
|
2025
Q1 | $5.97M | Buy |
238,952
+21,230
| +10% | +$531K | 4.06% | 4 |
|
|
2024
Q4 | $5.38M | Hold |
217,722
| – | – | 3.52% | 5 |
|
|
2024
Q3 | $5.48M | Sell |
217,722
-3,200
| -1% | -$80.5K | 3.72% | 3 |
|
|
2024
Q2 | $5.41M | Hold |
220,922
| – | – | 4.12% | 4 |
|
|
2024
Q1 | $5.41M | Sell |
220,922
-7,183
| -3% | -$176K | 3.94% | 2 |
|
|
2023
Q4 | $5.58M | Buy |
228,105
+66,015
| +41% | +$1.62M | 4.39% | 2 |
|
|
2023
Q3 | $3.85M | Buy |
+162,090
| New | +$3.85M | 3.3% | 10 |
|