SRB
Shotwell Rutter Baer’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
Q2 | $491K | Sell |
19,598
-92
| -0.5% | -$2.3K | 0.33% | 28 |
|
|
2025
Q1 | $491K | Buy |
19,690
+1,315
| +7% | +$32.8K | 0.43% | 22 |
|
|
2024
Q4 | $452K | Buy |
18,375
+380
| +2% | +$9.36K | 0.38% | 26 |
|
|
2024
Q3 | $449K | Buy |
17,995
+869
| +5% | +$21.7K | 0.37% | 26 |
|
|
2024
Q2 | $420K | Sell |
17,126
-159
| -0.9% | -$3.9K | 0.37% | 25 |
|
|
2024
Q1 | $421K | Buy |
17,285
+252
| +1% | +$6.14K | 0.85% | 12 |
|
|
2023
Q4 | $419K | Buy |
+17,033
| New | +$419K | 0.4% | 26 |
|