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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $109K | Buy |
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2025
Q2 | $108K | Buy |
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2025
Q1 | $103K | Buy |
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|
2024
Q4 | $99.7K | Buy |
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|
2024
Q3 | $66.2K | Hold |
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|
2024
Q2 | $64.9K | Sell |
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|
2024
Q1 | $66.6K | Buy |
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|
2023
Q4 | $63.4K | Buy |
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|
2023
Q3 | $61.3K | Buy |
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|
2023
Q2 | $59.7K | Buy |
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|
2023
Q1 | $59.7K | Buy |
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|
2022
Q4 | $55.6K | Buy |
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|
2022
Q3 | $55K | Buy |
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|
2022
Q2 | $56K | Buy |
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|
2022
Q1 | $57K | Hold |
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|
2021
Q4 | $59K | Buy |
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