Next Financial Group’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
2021
Q4
$58K Buy
2,114
+1,293
+157% +$35.5K ﹤0.01% 1410
2021
Q3
$23K Sell
821
-142
-15% -$3.98K ﹤0.01% 1751
2021
Q2
$27K Hold
963
﹤0.01% 1643
2021
Q1
$26K Hold
963
﹤0.01% 1550
2020
Q4
$27K Sell
963
-3,167
-77% -$88.8K ﹤0.01% 1424
2020
Q3
$115K Buy
+4,130
New +$115K 0.01% 804