Modera Wealth Management’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 | $267K | Hold |
11,494
| – | – | ﹤0.01% | 557 |
|
|
2025
Q1 | $265K | Buy |
11,494
+37
| +0.3% | +$853 | ﹤0.01% | 532 |
|
|
2024
Q4 | $260K | Hold |
11,457
| – | – | ﹤0.01% | 537 |
|
|
2024
Q3 | $273K | Buy |
11,457
+354
| +3% | +$8.42K | ﹤0.01% | 505 |
|
|
2024
Q2 | $252K | Sell |
11,103
-4,243
| -28% | -$96.4K | ﹤0.01% | 502 |
|
|
2024
Q1 | $353K | Buy |
15,346
+341
| +2% | +$7.84K | 0.01% | 449 |
|
|
2023
Q4 | $349K | Buy |
15,005
+63
| +0.4% | +$1.47K | 0.01% | 441 |
|
|
2023
Q3 | $325K | Sell |
14,942
-34
| -0.2% | -$740 | 0.01% | 437 |
|
|
2023
Q2 | $341K | Buy |
+14,976
| New | +$341K | 0.01% | 448 |
|