Oregon Pacific Wealth Management’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	$691K	Sell	29,761 -591	-2%	-$13.7K	0.65%	39
2025 Q1	$700K	Sell	30,352 -370	-1%	-$8.53K	0.7%	43
2024 Q4	$698K	Buy	+30,722	New	+$698K	0.68%	41