OWA
One Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Sell |
22,449
-3,404
| -13% | -$85.7K | 0.08% | 143 |
|
|
2025
Q1 | $646K | Sell |
25,853
-74,226
| -74% | -$1.85M | 0.1% | 124 |
|
|
2024
Q4 | $2.47M | Buy |
100,079
+42,992
| +75% | +$1.06M | 0.37% | 50 |
|
|
2024
Q3 | $1.44M | Buy |
+57,087
| New | +$1.44M | 0.22% | 62 |
|
|
2023
Q1 | – | Sell |
-44,214
| Closed | -$1.05M | – | 548 |
|
|
2022
Q4 | $1.05M | Buy |
44,214
+27,712
| +168% | +$659K | 0.24% | 61 |
|
|
2022
Q3 | $388K | Buy |
16,502
+391
| +2% | +$9.19K | 0.13% | 95 |
|
|
2022
Q2 | $388K | Sell |
16,111
-16,430
| -50% | -$396K | 0.1% | 106 |
|
|
2022
Q1 | $801K | Sell |
32,541
-27,692
| -46% | -$682K | 0.2% | 65 |
|
|
2021
Q4 | $1.55M | Sell |
60,233
-17,723
| -23% | -$455K | 0.39% | 44 |
|
|
2021
Q3 | $2.03M | Buy |
77,956
+1,281
| +2% | +$33.3K | 0.59% | 33 |
|
|
2021
Q2 | $2M | Buy |
76,675
+64,392
| +524% | +$1.68M | 0.63% | 26 |
|
|
2021
Q1 | $319K | Buy |
+12,283
| New | +$319K | 0.12% | 100 |
|