Mutual Advisors’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	–	Sell	-48,795	Closed	-$1.13M	–	1333
2025 Q2	$1.13M	Sell	48,795 -307	-0.6%	-$7K	0.03%	458
2025 Q1	$1.13M	Sell	49,102 -17,491	-26%	-$400K	0.03%	417
2024 Q4	$1.51M	Sell	66,593 -2,877	-4%	-$66.6K	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	+$445K	0.01%	741
2024 Q1	–	Sell	-9,001	Closed	-$209K	–	1130
2023 Q4	$209K	Buy	+9,001	New	+$199K	0.01%	950
2023 Q1	–	Sell	-9,657	Closed	-$215K	–	1015
2022 Q4	$215K	Sell	9,657 -1,053	-10%	-$23.3K	0.01%	848
2022 Q3	$233K	Buy	10,710 +1,020	+11%	+$23.6K	0.01%	786
2022 Q2	$224K	Buy	+9,690	New	+$230K	0.01%	761