SDWMA
Schneider Downs Wealth Management Advisors’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 | $851K | Buy |
36,619
+6,737
| +23% | +$157K | 0.13% | 71 |
|
|
2025
Q1 | $689K | Hold |
29,882
| – | – | 0.12% | 66 |
|
|
2024
Q4 | $679K | Buy |
29,882
+19,179
| +179% | +$436K | 0.13% | 70 |
|
|
2024
Q3 | $255K | Sell |
10,703
-476
| -4% | -$11.3K | 0.05% | 122 |
|
|
2024
Q2 | $254K | Hold |
11,179
| – | – | 0.06% | 114 |
|
|
2024
Q1 | $257K | Sell |
11,179
-71
| -0.6% | -$1.63K | 0.06% | 115 |
|
|
2023
Q4 | $262K | Buy |
11,250
+439
| +4% | +$10.2K | 0.07% | 95 |
|
|
2023
Q3 | $235K | Hold |
10,811
| – | – | 0.05% | 97 |
|
|
2023
Q2 | $246K | Buy |
10,811
+702
| +7% | +$16K | 0.06% | 100 |
|
|
2023
Q1 | $233K | Hold |
10,109
| – | – | 0.05% | 104 |
|
|
2022
Q4 | $225K | Buy |
+10,109
| New | +$225K | 0.05% | 104 |
|