SI
SimpliFi Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,665
| Closed | -$220K | – | 20 |
|
|
2019
Q2 | $220K | Buy |
8,665
+63
| +0.7% | +$1.6K | 0.13% | 17 |
|
|
2019
Q1 | $215K | Sell |
8,602
-202
| -2% | -$5.05K | 0.14% | 18 |
|
|
2018
Q4 | $215K | Buy |
8,804
+82
| +0.9% | +$2K | 0.16% | 15 |
|
|
2018
Q3 | $214K | Buy |
+8,722
| New | +$214K | 0.15% | 16 |
|