SHJ
Sharkey, Howes & Javer’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29,183
| Closed | -$721K | – | 157 |
|
|
2024
Q4 | $721K | Buy |
29,183
+5,905
| +25% | +$146K | 0.1% | 95 |
|
|
2024
Q3 | $586K | Buy |
+23,278
| New | +$586K | 0.08% | 96 |
|
|
2023
Q1 | – | Sell |
-13,048
| Closed | -$310K | – | 104 |
|
|
2022
Q4 | $310K | Buy |
+13,048
| New | +$310K | 0.07% | 82 |
|
|
2022
Q1 | – | Sell |
-42,207
| Closed | -$1.08M | – | 85 |
|
|
2021
Q4 | $1.08M | Buy |
42,207
+9,424
| +29% | +$242K | 0.24% | 46 |
|
|
2021
Q3 | $852K | Sell |
32,783
-17,964
| -35% | -$467K | 0.22% | 46 |
|
|
2021
Q2 | $1.32M | Buy |
50,747
+35,401
| +231% | +$922K | 0.35% | 36 |
|
|
2021
Q1 | $399K | Buy |
+15,346
| New | +$399K | 0.12% | 59 |
|