Sound View Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,933
| Closed | -$292K | – | 394 |
|
|
2023
Q4 | $292K | Hold |
11,933
| – | – | 0.03% | 313 |
|
|
2023
Q3 | $284K | Hold |
11,933
| – | – | 0.04% | 298 |
|
|
2023
Q2 | $285K | Hold |
11,933
| – | – | 0.04% | 295 |
|
|
2023
Q1 | $287K | Hold |
11,933
| – | – | 0.04% | 286 |
|
|
2022
Q4 | $292K | Buy |
+11,933
| New | +$292K | 0.03% | 313 |
|