Regal Investment Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$431K Buy
2025
Q1
$385K Buy
2024
Q4
$358K Sell
2024
Q3
$424K Buy
2024
Q2
$378K Buy
2024
Q1
$376K Buy
2023
Q4
$318K Buy
2023
Q3
$290K Sell
2023
Q2
$320K Buy
2023
Q1
$311K Buy
2021
Q1
Sell
2020
Q4
$219K Buy