SWM
SigFig Wealth Management’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 |
-19,470
| Closed | -$481K | – | 131 |
|
|
2024
Q4 | $481K | Buy |
19,470
+9,580
| +97% | +$237K | 0.02% | 107 |
|
|
2024
Q3 | $249K | Buy |
+9,890
| New | +$249K | 0.01% | 113 |
|
|
2023
Q1 | – | Sell |
-8,193
| Closed | -$276K | – | 115 |
|
|
2022
Q4 | $276K | Buy |
+8,193
| New | +$276K | 0.01% | 103 |
|
|
2022
Q1 | – | Sell |
-9,848
| Closed | -$252K | – | 89 |
|
|
2021
Q4 | $252K | Sell |
9,848
-3,526
| -26% | -$90.2K | 0.01% | 81 |
|
|
2021
Q3 | $347K | Sell |
13,374
-3,784
| -22% | -$98.2K | 0.02% | 79 |
|
|
2021
Q2 | $447K | Buy |
+17,158
| New | +$447K | 0.02% | 75 |
|