Sequoia Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Sequoia Financial 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 Q2	$1.01M	Sell
2025 Q1	$1.13M	Sell
2024 Q4	$1.18M	Buy
2024 Q3	$587K	Buy
2024 Q2	$489K	Buy
2024 Q1	$258K	Buy