PrairieView Partners’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 Q2	$1.62M	Buy	64,261 +3,551	+6%	+$88.5K	0.16%	55
2025 Q1	$1.52M	Sell	60,710 -524	-0.9%	-$13K	0.16%	54
2024 Q4	$1.51M	Buy	61,234 +4,269	+7%	+$106K	0.16%	56
2024 Q3	$1.43M	Buy	56,965 +24,738	+77%	+$615K	0.15%	58
2024 Q2	$789K	Buy	32,227 +2,913	+10%	+$71K	0.09%	71
2024 Q1	$718K	Sell	29,314 -83	-0.3%	-$2.03K	0.08%	64
2023 Q4	$720K	Sell	29,397 -1,387	-5%	-$33.2K	0.09%	62
2023 Q3	$731K	Buy	30,784 +676	+2%	+$16.1K	0.1%	59
2023 Q2	$719K	Buy	30,108 +528	+2%	+$12.7K	0.09%	63
2023 Q1	$711K	Sell	29,580 -27,184	-48%	-$650K	0.1%	58
2022 Q4	$1.35M	Buy	56,764 +42,483	+297%	+$1M	0.2%	47
2022 Q3	$335K	Buy	14,281 +9,176	+180%	+$221K	0.05%	83
2022 Q2	$123K	Buy	5,105 +742	+17%	+$18K	0.02%	125
2022 Q1	$107K	Sell	4,363 -123	-3%	-$3.09K	0.02%	149
2021 Q4	$115K	Buy	4,486 +4,293	+2,224%	+$111K	0.02%	140
2021 Q3	$5K	Hold	193	–	–	﹤0.01%	306
2021 Q2	$5K	Hold	193	–	–	﹤0.01%	303
2021 Q1	$5K	Buy	+193	New	+$5.03K	﹤0.01%	308