McKinley Carter Wealth Services’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 Q1	–	Sell	-28,911	Closed	-$657K	–	308
2024 Q4	$657K	Buy	28,911 +2,193	+8%	+$50.8K	0.04%	180
2024 Q3	$636K	Buy	26,718 +840	+3%	+$19.6K	0.04%	193
2024 Q2	$588K	Sell	25,878 -244	-0.9%	-$5.52K	0.04%	195
2024 Q1	$601K	Sell	26,122 -11,009	-30%	-$252K	0.04%	195
2023 Q4	$864K	Buy	37,131 +2,026	+6%	+$44.8K	0.06%	155
2023 Q3	$764K	Buy	35,105 +295	+0.8%	+$6.58K	0.06%	165
2023 Q2	$792K	Sell	34,810 -14	-0%	-$319	0.06%	167
2023 Q1	$801K	Buy	34,824 +1,052	+3%	+$24K	0.06%	162
2022 Q4	$753K	Sell	33,772 -745	-2%	-$16.5K	0.06%	162
2022 Q3	$752K	Sell	34,517 -2,628	-7%	-$60.9K	0.07%	151
2022 Q2	$860K	Sell	37,145 -8,749	-19%	-$207K	0.08%	145
2022 Q1	$1.15M	Buy	45,894 +13,514	+42%	+$350K	0.09%	135
2021 Q4	$884K	Buy	32,380 +19,765	+157%	+$542K	0.07%	150
2021 Q3	$347K	Buy	+12,615	New	+$352K	0.03%	225