SWP
SUSC icon

Sagespring Wealth Partners’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Sagespring Wealth Partners’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$316K Sell
13,586
-1,342
-9% -$31.2K 0.01% 563
2025
Q1 		$344K Buy
14,928
+194
+1% +$4.47K 0.01% 475
2024
Q4 		$335K Buy
+14,734
New +$335K 0.01% 447