Schneider Downs Wealth Management Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Buy |
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|
2025
Q1 | $689K | Hold |
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|
2024
Q4 | $679K | Buy |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $262K | Buy |
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|
2023
Q3 | $235K | Hold |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $225K | Buy |
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