SPAS
Spectrum Planning & Advisory Services’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 | $440K | Sell |
18,943
-419
| -2% | -$9.73K | 0.28% | 57 |
|
|
2025
Q1 | $446K | Buy |
19,362
+2,383
| +14% | +$55K | 0.37% | 43 |
|
|
2024
Q4 | $386K | Sell |
16,979
-170
| -1% | -$3.86K | 0.33% | 41 |
|
|
2024
Q3 | $408K | Buy |
+17,149
| New | +$408K | 0.39% | 36 |
|
|
2021
Q2 | – | Sell |
-7,756
| Closed | -$209K | – | 50 |
|
|
2021
Q1 | $209K | Sell |
7,756
-105
| -1% | -$2.83K | 0.21% | 45 |
|
|
2020
Q4 | $223K | Buy |
+7,861
| New | +$223K | 0.24% | 39 |
|