Private Wealth Management Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
45,938
-642
| -1% | -$14.9K | 0.35% | 37 |
|
|
2025
Q1 | $1.07M | Sell |
46,580
-2,436
| -5% | -$56.2K | 0.4% | 33 |
|
|
2024
Q4 | $1.11M | Buy |
49,016
+785
| +2% | +$17.8K | 0.43% | 32 |
|
|
2024
Q3 | $1.15M | Buy |
48,231
+3,204
| +7% | +$76.2K | 0.45% | 32 |
|
|
2024
Q2 | $1.02M | Buy |
45,027
+2,877
| +7% | +$65.4K | 0.44% | 30 |
|
|
2024
Q1 | $969K | Buy |
42,150
+14,094
| +50% | +$324K | 0.44% | 30 |
|
|
2023
Q4 | $653K | Buy |
+28,056
| New | +$653K | 0.32% | 38 |
|