SageView Advisory Group’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

SageView Advisory Group’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$721K	Sell
2025 Q1	$777K	Sell
2024 Q4	$1.19M	Buy
2024 Q3	$1.2M	Buy
2024 Q2	–	Hold
2024 Q1	–	Hold
2023 Q4	–	Sell
2023 Q3	$1.41M	Buy
2023 Q2	$1.35M	Sell
2023 Q1	$1.42M	Buy
2022 Q4	$1.4M	Buy