MFAM
M Financial Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-415
| Closed | -$10K | – | 14 |
|
|
2023
Q1 | $10K | Hold |
415
| – | – | 0.04% | 14 |
|
|
2022
Q4 | $10K | Hold |
415
| – | – | 0.04% | 14 |
|
|
2022
Q3 | $10K | Hold |
415
| – | – | 0.04% | 13 |
|
|
2022
Q2 | $10K | Hold |
415
| – | – | 0.04% | 15 |
|
|
2022
Q1 | $10K | Hold |
415
| – | – | 0.04% | 14 |
|
|
2021
Q4 | $11K | Hold |
415
| – | – | 0.05% | 15 |
|
|
2021
Q3 | $11K | Hold |
415
| – | – | 0.05% | 15 |
|
|
2021
Q2 | $11K | Buy |
+415
| New | +$11K | 0.07% | 14 |
|