Resonant Capital Advisors’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 | $367K | Hold |
14,586
| – | – | 0.02% | 290 |
|
|
2025
Q1 | $365K | Hold |
14,586
| – | – | 0.03% | 254 |
|
|
2024
Q4 | $360K | Buy |
14,586
+88
| +0.6% | +$2.17K | 0.03% | 243 |
|
|
2024
Q3 | $365K | Hold |
14,498
| – | – | 0.03% | 246 |
|
|
2024
Q2 | $355K | Sell |
14,498
-438
| -3% | -$10.7K | 0.03% | 239 |
|
|
2024
Q1 | $366K | Hold |
14,936
| – | – | 0.03% | 236 |
|
|
2023
Q4 | $366K | Hold |
14,936
| – | – | 0.04% | 207 |
|
|
2023
Q3 | $355K | Hold |
14,936
| – | – | 0.04% | 196 |
|
|
2023
Q2 | $357K | Hold |
14,936
| – | – | 0.04% | 189 |
|
|
2023
Q1 | $359K | Hold |
14,936
| – | – | 0.04% | 185 |
|
|
2022
Q4 | $355K | Hold |
14,936
| – | – | 0.04% | 190 |
|
|
2022
Q3 | $351K | Hold |
14,936
| – | – | 0.05% | 176 |
|
|
2022
Q2 | $360K | Hold |
14,936
| – | – | 0.06% | 176 |
|
|
2022
Q1 | $367K | Hold |
14,936
| – | – | 0.05% | 168 |
|
|
2021
Q4 | $383K | Hold |
14,936
| – | – | 0.06% | 154 |
|
|
2021
Q3 | $388K | Hold |
14,936
| – | – | 0.07% | 148 |
|
|
2021
Q2 | $389K | Sell |
14,936
-3,426
| -19% | -$89.2K | 0.08% | 134 |
|
|
2021
Q1 | $477K | Buy |
18,362
+4,113
| +29% | +$107K | 0.1% | 110 |
|
|
2020
Q4 | $373K | Buy |
+14,249
| New | +$373K | 0.09% | 129 |
|