Morton Brown Family Wealth’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $168K | Buy |
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|
2025
Q2 | $165K | Buy |
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2025
Q1 | $160K | Buy |
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|
2024
Q4 | $154K | Buy |
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|
2024
Q3 | $107K | Buy |
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|
2024
Q2 | $96.1K | Sell |
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|
2024
Q1 | $98.7K | Buy |
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|
2023
Q4 | $63.6K | Buy |
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|
2023
Q3 | $57.9K | Buy |
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|
2023
Q2 | $55.7K | Buy |
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|
2023
Q1 | $56.1K | Buy |
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|
2022
Q4 | $50.7K | Buy |
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|
2022
Q3 | $49K | Hold |
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|
2022
Q2 | $52K | Buy |
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|
2022
Q1 | $56K | Buy |
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|
2021
Q4 | $59K | Buy |
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