McClarren Financial Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,944
Closed -$47K 238
2022
Q1
$47K Buy
1,944
+3
+0.2% +$73 0.03% 133
2021
Q4
$50K Buy
1,941
+11
+0.6% +$283 0.03% 137
2021
Q3
$50K Buy
1,930
+5
+0.3% +$130 0.04% 114
2021
Q2
$50K Buy
+1,925
New +$50K 0.04% 115