Perigon Wealth Management’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 | $11.8M | Buy |
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2025
Q2 | $9.88M | Buy |
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2025
Q1 | $9.58M | Buy |
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|
2024
Q4 | $7.57M | Buy |
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|
2024
Q3 | $6.86M | Buy |
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|
2024
Q2 | $5.91M | Buy |
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|
2024
Q1 | $5.79M | Sell |
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|
2023
Q4 | $5.93M | Buy |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $621K | Sell |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $493K | Sell |
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|
2020
Q3 | $828K | Buy |
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|
2020
Q2 | $733K | Buy |
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