Spire Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-342	Closed	-$8K	–	2397
2025 Q4	$8K	Buy	+342	New	+$8.05K	﹤0.01%	1783
2024 Q3	–	Sell	-38	Closed	-$872	–	2263
2024 Q2	$872	Sell	38 -10,244	-100%	-$232K	﹤0.01%	2137
2024 Q1	$236K	Buy	10,282 +2,273	+28%	+$52.1K	﹤0.01%	732
2023 Q4	$184K	Buy	8,009 +4,431	+124%	+$97.9K	0.01%	784
2023 Q3	$77.9K	Buy	3,578 +3,237	+949%	+$72.2K	﹤0.01%	1025
2023 Q2	$7.75K	Buy	341 +82	+32%	+$1.87K	﹤0.01%	1888
2023 Q1	$5.96K	Buy	+259	New	+$5.91K	﹤0.01%	1993
2022 Q4	–	Sell	-216	Closed	-$5K	–	2399
2022 Q3	$5K	Hold	216	–	–	﹤0.01%	1760
2022 Q2	$5K	Sell	216 -214	-50%	-$5.07K	﹤0.01%	2150
2022 Q1	$11K	Hold	430	–	–	﹤0.01%	2010
2021 Q4	$12K	Hold	430	–	–	﹤0.01%	2320
2021 Q3	$12K	Hold	430	–	–	﹤0.01%	2055
2021 Q2	$12K	Buy	+430	New	+$11.7K	﹤0.01%	2065