SAG
SageView Advisory Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Sell |
28,744
-2,363
| -8% | -$59.3K | 0.03% | 294 |
|
|
2025
Q1 | $777K | Sell |
31,107
-17,042
| -35% | -$426K | 0.03% | 264 |
|
|
2024
Q4 | $1.19M | Buy |
48,149
+454
| +1% | +$11.2K | 0.05% | 200 |
|
|
2024
Q3 | $1.2M | Buy |
+47,695
| New | +$1.2M | 0.06% | 173 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 197 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 820 |
|
|
2023
Q4 | – | Sell |
-59,339
| Closed | -$1.41M | – | 169 |
|
|
2023
Q3 | $1.41M | Buy |
59,339
+2,846
| +5% | +$67.6K | 0.08% | 161 |
|
|
2023
Q2 | $1.35M | Sell |
56,493
-2,699
| -5% | -$64.5K | 0.08% | 180 |
|
|
2023
Q1 | $1.42M | Buy |
59,192
+217
| +0.4% | +$5.22K | 0.09% | 148 |
|
|
2022
Q4 | $1.4M | Buy |
+58,975
| New | +$1.4M | 0.11% | 127 |
|