SWM
SigFig Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
87,472
+12,805
| +17% | +$296K | 0.07% | 83 |
|
|
2025
Q1 | $1.72M | Sell |
74,667
-5,291
| -7% | -$122K | 0.06% | 86 |
|
|
2024
Q4 | $1.82M | Buy |
79,958
+4,043
| +5% | +$92K | 0.07% | 83 |
|
|
2024
Q3 | $1.81M | Buy |
75,915
+9,086
| +14% | +$217K | 0.07% | 81 |
|
|
2024
Q2 | $1.52M | Buy |
66,829
+5,811
| +10% | +$132K | 0.06% | 83 |
|
|
2024
Q1 | $1.4M | Buy |
61,018
+2,888
| +5% | +$66.4K | 0.05% | 92 |
|
|
2023
Q4 | $1.35M | Buy |
58,130
+10,519
| +22% | +$245K | 0.05% | 89 |
|
|
2023
Q3 | $1.04M | Sell |
47,611
-6,002
| -11% | -$131K | 0.04% | 91 |
|
|
2023
Q2 | $1.21M | Buy |
53,613
+569
| +1% | +$12.9K | 0.05% | 85 |
|
|
2023
Q1 | $1.22M | Buy |
53,044
+19,432
| +58% | +$447K | 0.07% | 78 |
|
|
2022
Q4 | $405K | Buy |
33,612
+2,406
| +8% | +$29K | 0.02% | 97 |
|
|
2022
Q3 | $341K | Buy |
31,206
+8,063
| +35% | +$88.1K | 0.02% | 91 |
|
|
2022
Q2 | $323K | Buy |
23,143
+8,432
| +57% | +$118K | 0.02% | 90 |
|
|
2022
Q1 | $268K | Buy |
+14,711
| New | +$268K | 0.01% | 86 |
|