Parkside 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 | $2.17M | Sell |
86,192
-2,476
| -3% | -$62.3K | 0.48% | 28 |
|
|
2025
Q1 | $2.22M | Buy |
88,668
+1,279
| +1% | +$32K | 0.53% | 26 |
|
|
2024
Q4 | $2.16M | Buy |
87,389
+18,507
| +27% | +$457K | 0.51% | 27 |
|
|
2024
Q3 | $1.73M | Buy |
68,882
+392
| +0.6% | +$9.86K | 0.41% | 29 |
|
|
2024
Q2 | $1.68M | Buy |
68,490
+1,723
| +3% | +$42.2K | 0.43% | 29 |
|
|
2024
Q1 | $1.63M | Buy |
66,767
+4,144
| +7% | +$101K | 0.42% | 30 |
|
|
2023
Q4 | $1.53M | Buy |
62,623
+2,748
| +5% | +$67.3K | 0.42% | 28 |
|
|
2023
Q3 | $1.42M | Sell |
59,875
-6,862
| -10% | -$163K | 0.44% | 28 |
|
|
2023
Q2 | $1.6M | Buy |
66,737
+2,878
| +5% | +$68.8K | 0.49% | 27 |
|
|
2023
Q1 | $1.54M | Buy |
63,859
+2,996
| +5% | +$72.1K | 0.51% | 27 |
|
|
2022
Q4 | $1.45M | Sell |
60,863
-444
| -0.7% | -$10.6K | 0.51% | 29 |
|
|
2022
Q3 | $1.44M | Buy |
61,307
+1,006
| +2% | +$23.6K | 0.55% | 25 |
|
|
2022
Q2 | $1.45M | Sell |
60,301
-178
| -0.3% | -$4.29K | 0.52% | 26 |
|
|
2022
Q1 | $1.49M | Buy |
60,479
+2,356
| +4% | +$58K | 0.47% | 26 |
|
|
2021
Q4 | $1.49M | Buy |
58,123
+733
| +1% | +$18.8K | 0.45% | 28 |
|
|
2021
Q3 | $1.49M | Buy |
57,390
+5,906
| +11% | +$153K | 0.47% | 27 |
|
|
2021
Q2 | $1.34M | Buy |
51,484
+16,245
| +46% | +$423K | 0.43% | 27 |
|
|
2021
Q1 | $915K | Buy |
35,239
+7,549
| +27% | +$196K | 0.32% | 30 |
|
|
2020
Q4 | $725K | Buy |
27,690
+15,946
| +136% | +$418K | 0.27% | 34 |
|
|
2020
Q3 | $307K | Buy |
11,744
+4,054
| +53% | +$106K | 0.14% | 50 |
|
|
2020
Q2 | $200K | Buy |
+7,690
| New | +$200K | 0.09% | 60 |
|