Neumann Capital Management’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 | $626K | Sell |
26,950
-325
| -1% | -$7.55K | 0.2% | 73 |
|
|
2025
Q1 | $629K | Buy |
27,275
+400
| +1% | +$9.22K | 0.22% | 73 |
|
|
2024
Q4 | $611K | Hold |
26,875
| – | – | 0.2% | 73 |
|
|
2024
Q3 | $639K | Buy |
26,875
+480
| +2% | +$11.4K | 0.21% | 72 |
|
|
2024
Q2 | $600K | Buy |
26,395
+2,400
| +10% | +$54.5K | 0.21% | 73 |
|
|
2024
Q1 | $552K | Buy |
23,995
+700
| +3% | +$16.1K | 0.2% | 74 |
|
|
2023
Q4 | $542K | Buy |
23,295
+2,000
| +9% | +$46.5K | 0.22% | 67 |
|
|
2023
Q3 | $463K | Hold |
21,295
| – | – | 0.2% | 70 |
|
|
2023
Q2 | $484K | Hold |
21,295
| – | – | 0.2% | 70 |
|
|
2023
Q1 | $490K | Buy |
21,295
+700
| +3% | +$16.1K | 0.22% | 68 |
|
|
2022
Q4 | $459K | Buy |
20,595
+370
| +2% | +$8.25K | 0.22% | 70 |
|
|
2022
Q3 | $441K | Sell |
20,225
-3,700
| -15% | -$80.7K | 0.23% | 71 |
|
|
2022
Q2 | $554K | Sell |
23,925
-2,700
| -10% | -$62.5K | 0.28% | 63 |
|
|
2022
Q1 | $669K | Buy |
26,625
+7,400
| +38% | +$186K | 0.28% | 61 |
|
|
2021
Q4 | $525K | Buy |
19,225
+300
| +2% | +$8.19K | 0.21% | 64 |
|
|
2021
Q3 | $520K | Buy |
18,925
+3,800
| +25% | +$104K | 0.23% | 65 |
|
|
2021
Q2 | $419K | Buy |
+15,125
| New | +$419K | 0.19% | 66 |
|