Private Wealth Management Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Private Wealth Management Group’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$479K	Buy
2025 Q2	$451K	Sell
2025 Q1	$455K	Buy
2024 Q4	$415K	Buy
2024 Q3	$422K	Buy
2024 Q2	$368K	Sell
2024 Q1	$370K	Sell
2023 Q4	$864K	Buy