McKinley Carter Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-27,092
| Closed | -$669K | – | 304 |
|
|
2024
Q4 | $669K | Buy |
27,092
+2,299
| +9% | +$56.8K | 0.04% | 178 |
|
|
2024
Q3 | $624K | Buy |
24,793
+1,510
| +6% | +$38K | 0.04% | 194 |
|
|
2024
Q2 | $570K | Sell |
23,283
-498
| -2% | -$12.2K | 0.04% | 195 |
|
|
2024
Q1 | $582K | Buy |
23,781
+909
| +4% | +$22.3K | 0.04% | 198 |
|
|
2023
Q4 | $560K | Buy |
22,872
+1,059
| +5% | +$25.9K | 0.04% | 192 |
|
|
2023
Q3 | $518K | Buy |
21,813
+100
| +0.5% | +$2.38K | 0.04% | 199 |
|
|
2023
Q2 | $519K | Buy |
21,713
+380
| +2% | +$9.09K | 0.04% | 203 |
|
|
2023
Q1 | $513K | Sell |
21,333
-396
| -2% | -$9.53K | 0.04% | 199 |
|
|
2022
Q4 | $517K | Sell |
21,729
-560
| -3% | -$13.3K | 0.04% | 197 |
|
|
2022
Q3 | $524K | Sell |
22,289
-2,512
| -10% | -$59.1K | 0.05% | 184 |
|
|
2022
Q2 | $597K | Sell |
24,801
-4,789
| -16% | -$115K | 0.05% | 179 |
|
|
2022
Q1 | $729K | Buy |
29,590
+6,911
| +30% | +$170K | 0.06% | 168 |
|
|
2021
Q4 | $582K | Buy |
+22,679
| New | +$582K | 0.04% | 179 |
|