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Mittelman Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Mittelman Wealth Management’s Portfolio SUSB Stock Details SUSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,951
Closed -$293K – 63
2024
Q2 		$293K Hold
11,951
– – 0.19% 62
2024
Q1 		$293K Buy
+11,951
New +$293K 0.2% 56