OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
163,438
+15,973
| +11% | +$371K | 0.04% | 284 |
|
|
2025
Q1 | $3.4M | Sell |
147,465
-19,141
| -11% | -$441K | 0.04% | 295 |
|
|
2024
Q4 | $3.79M | Buy |
166,606
+3,727
| +2% | +$84.7K | 0.04% | 288 |
|
|
2024
Q3 | $3.87M | Buy |
162,879
+1,781
| +1% | +$42.4K | 0.04% | 293 |
|
|
2024
Q2 | $3.66M | Buy |
161,098
+101,970
| +172% | +$2.32M | 0.05% | 288 |
|
|
2024
Q1 | $1.36M | Buy |
59,128
+11,496
| +24% | +$264K | 0.02% | 420 |
|
|
2023
Q4 | $1.11M | Buy |
47,632
+4,245
| +10% | +$98.8K | 0.02% | 441 |
|
|
2023
Q3 | $944K | Buy |
43,387
+16,444
| +61% | +$358K | 0.02% | 439 |
|
|
2023
Q2 | $613K | Buy |
26,943
+5,048
| +23% | +$115K | 0.01% | 564 |
|
|
2023
Q1 | $504K | Buy |
+21,895
| New | +$504K | 0.01% | 619 |
|