SAG
SageView Advisory Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
24,026
-1,874
| -7% | -$43.3K | 0.02% | 352 |
|
|
2025
Q1 | $597K | Sell |
25,900
-24,659
| -49% | -$569K | 0.03% | 310 |
|
|
2024
Q4 | $1.15M | Sell |
50,559
-119
| -0.2% | -$2.7K | 0.05% | 206 |
|
|
2024
Q3 | $1.21M | Buy |
+50,678
| New | +$1.21M | 0.06% | 169 |
|
|
2024
Q2 | – | Sell |
-8,718
| Closed | -$1M | – | 188 |
|
|
2024
Q1 | $1M | Buy |
+8,718
| New | +$1M | 0.05% | 197 |
|
|
2023
Q4 | – | Sell |
-57,629
| Closed | -$1.25M | – | 168 |
|
|
2023
Q3 | $1.25M | Buy |
57,629
+2,300
| +4% | +$50K | 0.07% | 177 |
|
|
2023
Q2 | $1.26M | Sell |
55,329
-2,108
| -4% | -$47.9K | 0.07% | 187 |
|
|
2023
Q1 | $1.32M | Buy |
57,437
+1,564
| +3% | +$36K | 0.08% | 163 |
|
|
2022
Q4 | $1.25M | Buy |
+55,873
| New | +$1.25M | 0.1% | 132 |
|