Ruedi Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-71
| Closed | -$1.63K | – | 284 |
|
|
2025
Q1 | $1.63K | Buy |
71
+6
| +9% | +$138 | ﹤0.01% | 269 |
|
|
2024
Q4 | $1.48K | Buy |
65
+1
| +2% | +$23 | ﹤0.01% | 275 |
|
|
2024
Q3 | $1.53K | Hold |
64
| – | – | ﹤0.01% | 285 |
|
|
2024
Q2 | $1.45K | Buy |
64
+34
| +113% | +$771 | ﹤0.01% | 348 |
|
|
2024
Q1 | $694 | Buy |
30
+1
| +3% | +$23 | ﹤0.01% | 246 |
|
|
2023
Q4 | $672 | Hold |
29
| – | – | ﹤0.01% | 228 |
|
|
2023
Q3 | $629 | Buy |
29
+4
| +16% | +$87 | ﹤0.01% | 209 |
|
|
2023
Q2 | $558 | Hold |
25
| – | – | ﹤0.01% | 214 |
|
|
2023
Q1 | $564 | Buy |
+25
| New | +$564 | ﹤0.01% | 244 |
|