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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Hold |
147,281
| – | – | 0.13% | 67 |
|
|
2025
Q1 | $3.68M | Hold |
147,281
| – | – | 0.15% | 60 |
|
|
2024
Q4 | $3.64M | Hold |
147,281
| – | – | 0.15% | 54 |
|
|
2024
Q3 | $3.71M | Hold |
147,281
| – | – | 0.15% | 52 |
|
|
2024
Q2 | $3.61M | Hold |
147,281
| – | – | 0.16% | 53 |
|
|
2024
Q1 | $3.61M | Sell |
147,281
-337
| -0.2% | -$8.25K | 0.16% | 52 |
|
|
2023
Q4 | $3.61M | Buy |
147,618
+6,720
| +5% | +$165K | 0.17% | 47 |
|
|
2023
Q3 | $3.35M | Buy |
140,898
+85,985
| +157% | +$2.04M | 0.18% | 48 |
|
|
2023
Q2 | $1.31M | Buy |
+54,913
| New | +$1.31M | 0.07% | 88 |
|
|
2022
Q3 | – | Sell |
-128,519
| Closed | -$3.1M | – | 246 |
|
|
2022
Q2 | $3.1M | Buy |
128,519
+97,520
| +315% | +$2.35M | 0.2% | 42 |
|
|
2022
Q1 | $764K | Buy |
+30,999
| New | +$764K | 0.05% | 116 |
|