Neumann Capital Management’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 | $593K | Sell |
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|
2025
Q2 | $626K | Sell |
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|
2025
Q1 | $629K | Buy |
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|
2024
Q4 | $611K | Hold |
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|
2024
Q3 | $639K | Buy |
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|
2024
Q2 | $600K | Buy |
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|
2024
Q1 | $552K | Buy |
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|
2023
Q4 | $542K | Buy |
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|
2023
Q3 | $463K | Hold |
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|
2023
Q2 | $484K | Hold |
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|
2023
Q1 | $490K | Buy |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $441K | Sell |
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|
2022
Q2 | $554K | Sell |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $525K | Buy |
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|
2021
Q3 | $520K | Buy |
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|
2021
Q2 | $419K | Buy |
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