P.J. Schmidt Investment Management (PJS)’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 | $520K | Buy |
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2025
Q1 | $513K | Buy |
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|
2024
Q4 | $506K | Buy |
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2024
Q3 | $509K | Buy |
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|
2024
Q2 | $480K | Buy |
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|
2024
Q1 | $478K | Sell |
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|
2023
Q4 | $537K | Buy |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $598K | Buy |
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|
2022
Q4 | $517K | Buy |
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|
2022
Q3 | $486K | Sell |
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|
2022
Q2 | $597K | Buy |
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