Schneider Downs Wealth Management Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Hold |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $506K | Hold |
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|
2024
Q1 | $506K | Sell |
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|
2023
Q4 | $535K | Buy |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $491K | Hold |
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|
2023
Q1 | $495K | Hold |
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|
2022
Q4 | $489K | Buy |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $324K | Sell |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $323K | Buy |
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|
2021
Q3 | $280K | Buy |
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|
2021
Q2 | $261K | Sell |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $257K | Buy |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $224K | Hold |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $229K | Hold |
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|
2019
Q3 | $229K | Buy |
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|
2019
Q2 | $210K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $258K | Hold |
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|
2018
Q3 | $259K | Buy |
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