Plum Street Advisors’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 | $1.36M | Sell |
53,998
-2,065
| -4% | -$52K | 0.6% | 41 |
|
|
2025
Q1 | $1.4M | Sell |
56,063
-12,138
| -18% | -$303K | 0.67% | 38 |
|
|
2024
Q4 | $1.68M | Sell |
68,201
-8,267
| -11% | -$204K | 0.83% | 28 |
|
|
2024
Q3 | $1.92M | Buy |
76,468
+4,117
| +6% | +$104K | 0.97% | 23 |
|
|
2024
Q2 | $1.77M | Sell |
72,351
-4,117
| -5% | -$101K | 1.03% | 23 |
|
|
2024
Q1 | $1.92M | Buy |
76,468
+16,423
| +27% | +$413K | 0.97% | 23 |
|
|
2023
Q4 | $1.47M | Buy |
+60,045
| New | +$1.47M | 0.98% | 26 |
|