Private Wealth Management Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.16M	Buy
2025 Q2	$1.07M	Sell
2025 Q1	$1.07M	Sell
2024 Q4	$1.11M	Buy
2024 Q3	$1.15M	Buy
2024 Q2	$1.02M	Buy
2024 Q1	$969K	Buy
2023 Q4	$653K	Buy