My Legacy Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
10,521
-1,698
| -14% | -$39.2K | 0.09% | 194 |
|
|
2025
Q1 | $282K | Sell |
12,219
-60
| -0.5% | -$1.38K | 0.11% | 180 |
|
|
2024
Q4 | $278K | Sell |
12,279
-3,000
| -20% | -$68K | 0.11% | 176 |
|
|
2024
Q3 | $363K | Buy |
15,279
+165
| +1% | +$3.93K | 0.14% | 161 |
|
|
2024
Q2 | $343K | Buy |
15,114
+3,631
| +32% | +$82.5K | 0.11% | 181 |
|
|
2024
Q1 | $264K | Buy |
11,483
+2,114
| +23% | +$48.6K | 0.09% | 197 |
|
|
2023
Q4 | $217K | Buy |
+9,369
| New | +$217K | 0.08% | 199 |
|
|
2023
Q1 | – | Sell |
-12,492
| Closed | -$290K | – | 213 |
|
|
2022
Q4 | $290K | Buy |
+12,492
| New | +$290K | 0.12% | 184 |
|