MIA
Milestone Investment Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.98M | Buy |
356,898
+28,358
| +9% | +$714K | 2.34% | 15 |
|
|
2025
Q1 | $8.21M | Buy |
328,540
+14,634
| +5% | +$366K | 2.28% | 13 |
|
|
2024
Q4 | $7.75M | Buy |
313,906
+6,951
| +2% | +$172K | 2.11% | 14 |
|
|
2024
Q3 | $7.72M | Sell |
306,955
-1,516
| -0.5% | -$38.1K | 2.16% | 12 |
|
|
2024
Q2 | $7.55M | Sell |
308,471
-5,808
| -2% | -$142K | 2.01% | 17 |
|
|
2024
Q1 | $7.69M | Sell |
314,279
-6,341
| -2% | -$155K | 2.07% | 16 |
|
|
2023
Q4 | $7.85M | Sell |
320,620
-51,050
| -14% | -$1.25M | 2.28% | 15 |
|
|
2023
Q3 | $8.83M | Sell |
371,670
-11,398
| -3% | -$271K | 2.51% | 14 |
|
|
2023
Q2 | $9.16M | Sell |
383,068
-20,728
| -5% | -$496K | 2.84% | 12 |
|
|
2023
Q1 | $9.72M | Sell |
403,796
-1,329
| -0.3% | -$32K | 3% | 11 |
|
|
2022
Q4 | $9.63M | Buy |
+405,125
| New | +$9.63M | 3.38% | 11 |
|