Milestone Investment Advisors’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
Q2 | $8.98M | Buy |
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2025
Q1 | $8.21M | Buy |
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2024
Q4 | $7.75M | Buy |
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2024
Q3 | $7.72M | Sell |
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2024
Q2 | $7.55M | Sell |
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2024
Q1 | $7.69M | Sell |
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2023
Q4 | $7.85M | Sell |
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2023
Q3 | $8.83M | Sell |
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2023
Q2 | $9.16M | Sell |
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2023
Q1 | $9.72M | Sell |
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2022
Q4 | $9.63M | Buy |
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