Peak Financial Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $470K | Buy |
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|
2025
Q2 | $454K | Buy |
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|
2025
Q1 | $423K | Buy |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | $424K | Sell |
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|
2024
Q2 | $418K | Buy |
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|
2024
Q1 | $416K | Buy |
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|
2023
Q4 | $353K | Buy |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $341K | Buy |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $285K | Sell |
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|
2022
Q3 | $330K | Buy |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $327K | Buy |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q3 | $217K | Buy |
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