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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$411K Buy
2025
Q2
$367K Hold
2025
Q1
$365K Hold
2024
Q4
$360K Buy
2024
Q3
$365K Hold
2024
Q2
$355K Sell
2024
Q1
$366K Hold
2023
Q4
$366K Hold
2023
Q3
$355K Hold
2023
Q2
$357K Hold
2023
Q1
$359K Hold
2022
Q4
$355K Hold
2022
Q3
$351K Hold
2022
Q2
$360K Hold
2022
Q1
$367K Hold
2021
Q4
$383K Hold
2021
Q3
$388K Hold
2021
Q2
$389K Sell
2021
Q1
$477K Buy
2020
Q4
$373K Buy