Presilium Private Wealth’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 | $616K | Buy |
24,484
+814
| +3% | +$20.5K | 0.13% | 43 |
|
|
2025
Q1 | $592K | Buy |
23,670
+509
| +2% | +$12.7K | 0.13% | 44 |
|
|
2024
Q4 | $572K | Buy |
23,161
+2,816
| +14% | +$69.6K | 0.13% | 52 |
|
|
2024
Q3 | $512K | Buy |
20,345
+211
| +1% | +$5.31K | 0.12% | 51 |
|
|
2024
Q2 | $493K | Buy |
20,134
+471
| +2% | +$11.5K | 0.12% | 54 |
|
|
2024
Q1 | $481K | Buy |
19,663
+3,534
| +22% | +$86.5K | 0.13% | 54 |
|
|
2023
Q4 | $395K | Sell |
16,129
-1,995
| -11% | -$48.8K | 0.11% | 56 |
|
|
2023
Q3 | $431K | Buy |
+18,124
| New | +$431K | 0.14% | 41 |
|