Private Wealth Management Group’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 | $451K | Sell |
17,928
-294
| -2% | -$7.4K | 0.15% | 53 |
|
|
2025
Q1 | $455K | Buy |
18,222
+1,435
| +9% | +$35.9K | 0.17% | 49 |
|
|
2024
Q4 | $415K | Buy |
16,787
+20
| +0.1% | +$494 | 0.16% | 52 |
|
|
2024
Q3 | $422K | Buy |
16,767
+1,737
| +12% | +$43.7K | 0.17% | 51 |
|
|
2024
Q2 | $368K | Sell |
15,030
-84
| -0.6% | -$2.06K | 0.16% | 54 |
|
|
2024
Q1 | $370K | Sell |
15,114
-20,186
| -57% | -$494K | 0.17% | 51 |
|
|
2023
Q4 | $864K | Buy |
+35,300
| New | +$864K | 0.42% | 33 |
|