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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-27,092	Closed	-$669K	–	309
2024 Q4	$669K	Buy	27,092 +2,299	+9%	+$57.1K	0.04%	178
2024 Q3	$624K	Buy	24,793 +1,510	+6%	+$37.6K	0.04%	195
2024 Q2	$570K	Sell	23,283 -498	-2%	-$12.1K	0.04%	196
2024 Q1	$582K	Buy	23,781 +909	+4%	+$22.2K	0.04%	198
2023 Q4	$560K	Buy	22,872 +1,059	+5%	+$25.4K	0.04%	192
2023 Q3	$518K	Buy	21,813 +100	+0.5%	+$2.39K	0.04%	199
2023 Q2	$519K	Buy	21,713 +380	+2%	+$9.13K	0.04%	203
2023 Q1	$513K	Sell	21,333 -396	-2%	-$9.48K	0.04%	199
2022 Q4	$517K	Sell	21,729 -560	-3%	-$13.2K	0.04%	197
2022 Q3	$524K	Sell	22,289 -2,512	-10%	-$60.4K	0.05%	184
2022 Q2	$597K	Sell	24,801 -4,789	-16%	-$116K	0.05%	179
2022 Q1	$729K	Buy	29,590 +6,911	+30%	+$173K	0.06%	168
2021 Q4	$582K	Buy	+22,679	New	+$584K	0.04%	179