Marshall Financial Group (Maryland)’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 | $322K | Sell |
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2025
Q2 | $346K | Sell |
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2025
Q1 | $356K | Sell |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $380K | Buy |
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|
2024
Q2 | $367K | Buy |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $253K | Sell |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $228K | Buy |
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