Private Trust Company’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 | $184K | Hold |
|
|||||
|
2025
Q2 | $183K | Hold |
|
|||||
|
2025
Q1 | $181K | Hold |
|
|||||
|
2024
Q4 | $179K | Hold |
|
|||||
|
2024
Q3 | $183K | Hold |
|
|||||
|
2024
Q2 | $178K | Hold |
|
|||||
|
2024
Q1 | $178K | Hold |
|
|||||
|
2023
Q4 | $178K | Sell |
|
|||||
|
2023
Q3 | $178K | Sell |
|
|||||
|
2023
Q2 | $188K | Hold |
|
|||||
|
2023
Q1 | $189K | Hold |
|
|||||
|
2022
Q4 | $187K | Sell |
|
|||||
|
2022
Q3 | $208K | Hold |
|
|||||
|
2022
Q2 | $213K | Buy |
|