Peak Financial 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 | $454K | Buy |
19,535
+1,212
| +7% | +$28.2K | 0.13% | 59 |
|
|
2025
Q1 | $423K | Buy |
18,323
+460
| +3% | +$10.6K | 0.13% | 60 |
|
|
2024
Q4 | $406K | Buy |
17,863
+40
| +0.2% | +$909 | 0.12% | 66 |
|
|
2024
Q3 | $424K | Sell |
17,823
-560
| -3% | -$13.3K | 0.12% | 65 |
|
|
2024
Q2 | $418K | Buy |
18,383
+285
| +2% | +$6.48K | 0.13% | 60 |
|
|
2024
Q1 | $416K | Buy |
18,098
+2,940
| +19% | +$67.6K | 0.13% | 59 |
|
|
2023
Q4 | $353K | Buy |
15,158
+405
| +3% | +$9.42K | 0.12% | 60 |
|
|
2023
Q3 | $321K | Sell |
14,753
-262
| -2% | -$5.7K | 0.12% | 57 |
|
|
2023
Q2 | $341K | Buy |
15,015
+2,246
| +18% | +$51.1K | 0.12% | 61 |
|
|
2023
Q1 | $294K | Sell |
12,769
-25
| -0.2% | -$575 | 0.11% | 57 |
|
|
2022
Q4 | $285K | Sell |
12,794
-2,372
| -16% | -$52.9K | 0.11% | 60 |
|
|
2022
Q3 | $330K | Buy |
15,166
+2,121
| +16% | +$46.2K | 0.14% | 53 |
|
|
2022
Q2 | $302K | Buy |
13,045
+15
| +0.1% | +$347 | 0.12% | 54 |
|
|
2022
Q1 | $327K | Buy |
13,030
+3,955
| +44% | +$99.3K | 0.11% | 59 |
|
|
2021
Q4 | $248K | Buy |
9,075
+1,191
| +15% | +$32.5K | 0.08% | 68 |
|
|
2021
Q3 | $217K | Buy |
+7,884
| New | +$217K | 0.07% | 68 |
|