Marshall Financial Group (Maryland)’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $245K | Sell |
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|
2025
Q2 | $253K | Buy |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $364K | Buy |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $349K | Buy |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $383K | Buy |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $451K | Sell |
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|
2022
Q2 | $480K | Buy |
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|
2022
Q1 | $322K | Buy |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $327K | Buy |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | $259K | Buy |
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|
2020
Q4 | $248K | Buy |
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