RIS
Retirement Income Solutions’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
10,842
-3,906
| -26% | -$90.7K | 0.05% | 132 |
|
|
2025
Q1 | $340K | Sell |
14,748
-1,185
| -7% | -$27.3K | 0.07% | 99 |
|
|
2024
Q4 | $362K | Hold |
15,933
| – | – | 0.07% | 92 |
|
|
2024
Q3 | $379K | Hold |
15,933
| – | – | 0.09% | 88 |
|
|
2024
Q2 | $362K | Sell |
15,933
-4,885
| -23% | -$111K | 0.09% | 87 |
|
|
2024
Q1 | $479K | Hold |
20,818
| – | – | 0.11% | 80 |
|
|
2023
Q4 | $484K | Hold |
20,818
| – | – | 0.12% | 76 |
|
|
2023
Q3 | $453K | Hold |
20,818
| – | – | 0.13% | 77 |
|
|
2023
Q2 | $473K | Buy |
20,818
+4,330
| +26% | +$98.5K | 0.13% | 82 |
|
|
2023
Q1 | $379K | Buy |
+16,488
| New | +$379K | 0.11% | 89 |
|