Sax Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Sax Wealth Advisors’s Portfolio SUSC Stock Details SUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$253K	Buy
2025 Q2	$230K	Buy
2025 Q1	$218K	Hold
2024 Q4	$214K	Buy