OneDigital Investment Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
14,164
+151
| +1% | +$3.8K | ﹤0.01% | 1063 |
|
|
2025
Q1 | $350K | Sell |
14,013
-38,724
| -73% | -$968K | ﹤0.01% | 1010 |
|
|
2024
Q4 | $1.3M | Buy |
52,737
+24,314
| +86% | +$601K | 0.02% | 550 |
|
|
2024
Q3 | $715K | Buy |
+28,423
| New | +$715K | 0.01% | 787 |
|
|
2022
Q4 | – | Sell |
-11,343
| Closed | -$266K | – | 852 |
|
|
2022
Q3 | $266K | Buy |
+11,343
| New | +$266K | 0.01% | 629 |
|