MWA
Martel Wealth Advisors’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
Q1 | – | Sell |
-8,267
| Closed | -$204K | – | 71 |
|
|
2024
Q4 | $204K | Buy |
8,267
+243
| +3% | +$6K | 0.04% | 70 |
|
|
2024
Q3 | $200K | Buy |
+8,024
| New | +$200K | 0.04% | 52 |
|
|
2024
Q1 | – | Sell |
-8,625
| Closed | -$211K | – | 56 |
|
|
2023
Q4 | $211K | Buy |
+8,625
| New | +$211K | 0.05% | 54 |
|