Marshall Financial Group (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
10,969
+605
| +6% | +$13.9K | 0.05% | 225 |
|
|
2025
Q1 | $239K | Sell |
10,364
-1,082
| -9% | -$25K | 0.05% | 212 |
|
|
2024
Q4 | $260K | Sell |
11,446
-3,840
| -25% | -$87.2K | 0.06% | 195 |
|
|
2024
Q3 | $364K | Buy |
15,286
+221
| +1% | +$5.26K | 0.09% | 167 |
|
|
2024
Q2 | $342K | Sell |
15,065
-123
| -0.8% | -$2.8K | 0.1% | 143 |
|
|
2024
Q1 | $349K | Buy |
15,188
+1,487
| +11% | +$34.2K | 0.1% | 139 |
|
|
2023
Q4 | $319K | Sell |
13,701
-3,670
| -21% | -$85.4K | 0.1% | 146 |
|
|
2023
Q3 | $378K | Sell |
17,371
-67
| -0.4% | -$1.46K | 0.14% | 135 |
|
|
2023
Q2 | $397K | Buy |
17,438
+800
| +5% | +$18.2K | 0.14% | 134 |
|
|
2023
Q1 | $383K | Buy |
16,638
+885
| +6% | +$20.4K | 0.14% | 139 |
|
|
2022
Q4 | $351K | Sell |
15,753
-4,966
| -24% | -$111K | 0.14% | 135 |
|
|
2022
Q3 | $451K | Sell |
20,719
-7
| -0% | -$152 | 0.19% | 132 |
|
|
2022
Q2 | $480K | Buy |
20,726
+7,924
| +62% | +$184K | 0.19% | 135 |
|
|
2022
Q1 | $322K | Buy |
12,802
+5
| +0% | +$126 | 0.13% | 164 |
|
|
2021
Q4 | $349K | Buy |
12,797
+914
| +8% | +$24.9K | 0.13% | 167 |
|
|
2021
Q3 | $327K | Buy |
11,883
+940
| +9% | +$25.9K | 0.17% | 145 |
|
|
2021
Q2 | $303K | Buy |
10,943
+1,332
| +14% | +$36.9K | 0.16% | 151 |
|
|
2021
Q1 | $259K | Buy |
9,611
+855
| +10% | +$23K | 0.15% | 119 |
|
|
2020
Q4 | $248K | Buy |
+8,756
| New | +$248K | 0.16% | 112 |
|