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Mount Yale Investment Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Mount Yale Investment Advisors’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,110
Closed -$72.2K – 1496
2025
Q2 		$72.2K Buy
+3,110
New +$70.9K 0.01% 718
2024
Q4 		– Sell
-13,097
Closed -$312K – 610
2024
Q3 		$312K Sell
13,097
-1,172
-8% -$27.4K 0.03% 420
2024
Q2 		$324K Buy
14,269
+339
+2% +$7.67K 0.03% 419
2024
Q1 		$320K Buy
13,930
+2,593
+23% +$59.5K 0.02% 436
2023
Q4 		$264K Buy
11,337
+730
+7% +$16.1K 0.03% 442
2023
Q3 		$231K Sell
10,607
-275
-3% -$6.13K 0.03% 449
2023
Q2 		$247K Buy
+10,882
New +$248K 0.03% 427

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Envestnet Portfolio Solutions
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Ameriprise
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Betterment LLC
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Creative Planning
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AA
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Cetera Investment Advisers
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