Plancorp LLC’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 | $3.73M | Hold |
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2025
Q2 | $3.71M | Hold |
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2025
Q1 | $3.68M | Hold |
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|
2024
Q4 | $3.64M | Hold |
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|
2024
Q3 | $3.71M | Hold |
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|
2024
Q2 | $3.61M | Hold |
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|
2024
Q1 | $3.61M | Sell |
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|
2023
Q4 | $3.61M | Buy |
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|
2023
Q3 | $3.35M | Buy |
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|
2023
Q2 | $1.31M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.1M | Buy |
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|
2022
Q1 | $764K | Buy |
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