Steward Partners Investment Advisory’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
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2025
Q1 | $154K | Sell |
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2024
Q4 | $345K | Buy |
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2024
Q3 | $257K | Buy |
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|
2024
Q2 | $86.7K | Buy |
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|
2024
Q1 | $17.3K | Buy |
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|
2023
Q4 | $6.51K | Hold |
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|
2023
Q3 | $6.32K | Hold |
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|
2023
Q2 | $6.36K | Hold |
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|
2023
Q1 | $6.4K | Sell |
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|
2022
Q4 | $79.8K | Sell |
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|
2022
Q3 | $117K | Sell |
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|
2022
Q2 | $127K | Sell |
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|
2022
Q1 | $146K | Sell |
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|
2021
Q4 | $255K | Sell |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $513K | Buy |
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|
2021
Q1 | $294K | Buy |
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|
2020
Q4 | $140K | Buy |
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|
2020
Q3 | $104K | Sell |
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|
2020
Q2 | $145K | Sell |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $254K | Buy |
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|
2019
Q3 | $254K | Buy |
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|
2019
Q2 | $152K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $8K | Hold |
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|
2018
Q2 | $8K | Buy |
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