Mount Yale Investment Advisors’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 | $72.2K | Buy |
+3,110
| New | +$72.2K | 0.01% | 718 |
|
|
2024
Q4 | – | Sell |
-13,097
| Closed | -$312K | – | 593 |
|
|
2024
Q3 | $312K | Sell |
13,097
-1,172
| -8% | -$27.9K | 0.03% | 420 |
|
|
2024
Q2 | $324K | Buy |
14,269
+339
| +2% | +$7.7K | 0.03% | 419 |
|
|
2024
Q1 | $320K | Buy |
13,930
+2,593
| +23% | +$59.6K | 0.02% | 436 |
|
|
2023
Q4 | $264K | Buy |
11,337
+730
| +7% | +$17K | 0.03% | 441 |
|
|
2023
Q3 | $231K | Sell |
10,607
-275
| -3% | -$5.98K | 0.03% | 449 |
|
|
2023
Q2 | $247K | Buy |
+10,882
| New | +$247K | 0.03% | 426 |
|