Morton Brown Family Wealth’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
4,288
+185
| +5% | +$4.66K | 0.03% | 82 |
|
|
2025
Q1 | $103K | Buy |
4,103
+66
| +2% | +$1.65K | 0.03% | 81 |
|
|
2024
Q4 | $99.7K | Buy |
4,037
+1,407
| +53% | +$34.8K | 0.03% | 82 |
|
|
2024
Q3 | $66.2K | Hold |
2,630
| – | – | 0.02% | 88 |
|
|
2024
Q2 | $64.9K | Sell |
2,630
-89
| -3% | -$2.2K | 0.03% | 84 |
|
|
2024
Q1 | $66.6K | Buy |
2,719
+130
| +5% | +$3.18K | 0.03% | 79 |
|
|
2023
Q4 | $63.4K | Buy |
2,589
+9
| +0.3% | +$220 | 0.03% | 88 |
|
|
2023
Q3 | $61.3K | Buy |
2,580
+83
| +3% | +$1.97K | 0.03% | 71 |
|
|
2023
Q2 | $59.7K | Buy |
2,497
+14
| +0.6% | +$335 | 0.03% | 68 |
|
|
2023
Q1 | $59.7K | Buy |
2,483
+142
| +6% | +$3.42K | 0.04% | 71 |
|
|
2022
Q4 | $55.6K | Buy |
2,341
+2
| +0.1% | +$48 | 0.04% | 72 |
|
|
2022
Q3 | $55K | Buy |
2,339
+19
| +0.8% | +$447 | 0.04% | 64 |
|
|
2022
Q2 | $56K | Buy |
2,320
+22
| +1% | +$531 | 0.04% | 62 |
|
|
2022
Q1 | $57K | Hold |
2,298
| – | – | 0.04% | 65 |
|
|
2021
Q4 | $59K | Buy |
+2,298
| New | +$59K | 0.05% | 70 |
|