One Wealth Management Investment & Advisory Services’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
2024 Q3	–	Sell	-30,164	Closed	-$685K	–	121
2024 Q2	$685K	Sell	30,164 -1,491	-5%	-$33.9K	0.27%	55
2024 Q1	$728K	Buy	31,655 +4,238	+15%	+$97.4K	0.3%	55
2023 Q4	$638K	Buy	+27,417	New	+$638K	0.28%	58