Retirement Income Solutions’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
2026 Q1	$251K	Hold	10,842	–	–	0.04%	146
2025 Q4	$254K	Hold	10,842	–	–	0.04%	145
2025 Q3	$255K	Hold	10,842	–	–	0.04%	142
2025 Q2	$252K	Sell	10,842 -3,906	-26%	-$89.1K	0.05%	132
2025 Q1	$340K	Sell	14,748 -1,185	-7%	-$27.1K	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%	+$98.6K	0.13%	82
2023 Q1	$379K	Buy	+16,488	New	+$376K	0.11%	89