Opal Wealth Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
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2025
Q1 | $1.06M | Buy |
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2024
Q4 | $976K | Buy |
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2024
Q3 | $898K | Buy |
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|
2024
Q2 | $816K | Sell |
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|
2024
Q1 | $863K | Sell |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $2.5M | Buy |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1.29M | Buy |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $1M | Buy |
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