Sequoia Financial Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
42,837
-5,749
| -12% | -$145K | 0.01% | 655 |
|
|
2025
Q1 | $1.21M | Sell |
48,586
-3,092
| -6% | -$77.3K | 0.01% | 557 |
|
|
2024
Q4 | $1.28M | Sell |
51,678
-12,702
| -20% | -$314K | 0.01% | 511 |
|
|
2024
Q3 | $1.62M | Buy |
64,380
+277
| +0.4% | +$6.97K | 0.02% | 422 |
|
|
2024
Q2 | $1.57M | Buy |
64,103
+2,124
| +3% | +$52K | 0.02% | 379 |
|
|
2024
Q1 | $1.52M | Buy |
61,979
+11,991
| +24% | +$294K | 0.02% | 377 |
|
|
2023
Q4 | $1.22M | Buy |
+49,988
| New | +$1.22M | 0.02% | 469 |
|