PDS Planning’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
Q3 | $222K | Buy |
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2025
Q2 | $218K | Sell |
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2025
Q1 | $221K | Buy |
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|
2024
Q4 | $216K | Buy |
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|
2024
Q3 | $217K | Buy |
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|
2024
Q2 | $207K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $372K | Buy |
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|
2021
Q3 | $358K | Sell |
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|
2021
Q2 | $370K | Sell |
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|
2021
Q1 | $385K | Buy |
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|
2020
Q4 | $317K | Sell |
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|
2020
Q3 | $322K | Buy |
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|
2020
Q2 | $319K | Sell |
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|
2020
Q1 | $357K | Sell |
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|
2019
Q4 | $384K | Buy |
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|
2019
Q3 | $381K | Buy |
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|
2019
Q2 | $378K | Buy |
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|
2019
Q1 | $372K | Sell |
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|
2018
Q4 | $401K | Buy |
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