Mutual 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 | $1.13M | Sell |
48,795
-307
| -0.6% | -$7.1K | 0.03% | 458 |
|
|
2025
Q1 | $1.13M | Sell |
49,102
-17,491
| -26% | -$401K | 0.03% | 417 |
|
|
2024
Q4 | $1.51M | Sell |
66,593
-2,877
| -4% | -$65.3K | 0.04% | 355 |
|
|
2024
Q3 | $1.61M | Buy |
69,470
+49,798
| +253% | +$1.16M | 0.05% | 329 |
|
|
2024
Q2 | $453K | Buy |
+19,672
| New | +$453K | 0.01% | 741 |
|
|
2024
Q1 | – | Sell |
-9,001
| Closed | -$209K | – | 1129 |
|
|
2023
Q4 | $209K | Buy |
+9,001
| New | +$209K | 0.01% | 949 |
|
|
2023
Q1 | – | Sell |
-9,657
| Closed | -$215K | – | 1013 |
|
|
2022
Q4 | $215K | Sell |
9,657
-1,053
| -10% | -$23.5K | 0.01% | 847 |
|
|
2022
Q3 | $233K | Buy |
10,710
+1,020
| +11% | +$22.2K | 0.01% | 784 |
|
|
2022
Q2 | $224K | Buy |
+9,690
| New | +$224K | 0.01% | 760 |
|