Milestone Investment Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$69.7K Hold
3,000
0.02% 98
2025
Q1
$69.2K Hold
3,000
0.02% 99
2024
Q4
$68.2K Hold
3,000
0.02% 101
2024
Q3
$71.4K Hold
3,000
0.02% 99
2024
Q2
$68.2K Hold
3,000
0.02% 98
2024
Q1
$69K Hold
3,000
0.02% 95
2023
Q4
$69.8K Buy
+3,000
New +$69.8K 0.02% 90