Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.41M | Buy |
96,317
+404
| +0.4% | +$10.2K | ﹤0.01% | 1825 |
|
|
2025
Q4 | $2.42M | Buy |
95,913
+2,334
| +2% | +$59K | ﹤0.01% | 1797 |
|
|
2025
Q3 | $2.37M | Buy |
93,579
+7,586
| +9% | +$191K | ﹤0.01% | 1790 |
|
|
2025
Q2 | $2.16M | Buy |
85,993
+6,287
| +8% | +$157K | ﹤0.01% | 1789 |
|
|
2025
Q1 | $1.99M | Buy |
79,706
+6,388
| +9% | +$159K | ﹤0.01% | 1757 |
|
|
2024
Q4 | $1.81M | Buy |
73,318
+5,025
| +7% | +$125K | ﹤0.01% | 1846 |
|
|
2024
Q3 | $1.72M | Buy |
68,293
+7,017
| +11% | +$175K | ﹤0.01% | 1870 |
|
|
2024
Q2 | $1.5M | Buy |
61,276
+5,385
| +10% | +$131K | ﹤0.01% | 1921 |
|
|
2024
Q1 | $1.37M | Buy |
55,891
+934
| +2% | +$22.8K | ﹤0.01% | 1997 |
|
|
2023
Q4 | $1.35M | Buy |
54,957
+5,858
| +12% | +$140K | ﹤0.01% | 1951 |
|
|
2023
Q3 | $1.17M | Buy |
49,099
+1,728
| +4% | +$41.2K | ﹤0.01% | 1943 |
|
|
2023
Q2 | $1.13M | Sell |
47,371
-4,234
| -8% | -$102K | ﹤0.01% | 2006 |
|
|
2023
Q1 | $1.24M | Sell |
51,605
-7,725
| -13% | -$185K | ﹤0.01% | 1895 |
|
|
2022
Q4 | $1.41M | Buy |
59,330
+2,925
| +5% | +$69K | ﹤0.01% | 1765 |
|
|
2022
Q3 | $1.32M | Sell |
56,405
-15,661
| -22% | -$377K | ﹤0.01% | 1764 |
|
|
2022
Q2 | $1.74M | Buy |
72,066
+9,064
| +14% | +$220K | ﹤0.01% | 1591 |
|
|
2022
Q1 | $1.55M | Sell |
63,002
-5,970
| -9% | -$150K | ﹤0.01% | 1816 |
|
|
2021
Q4 | $1.77M | Buy |
68,972
+19,772
| +40% | +$509K | ﹤0.01% | 1710 |
|
|
2021
Q3 | $1.28M | Buy |
49,200
+7,221
| +17% | +$188K | ﹤0.01% | 1900 |
|
|
2021
Q2 | $1.09M | Buy |
41,979
+8,964
| +27% | +$233K | ﹤0.01% | 2025 |
|
|
2021
Q1 | $857K | Sell |
33,015
-11,194
| -25% | -$292K | ﹤0.01% | 2094 |
|
|
2020
Q4 | $1.16M | Buy |
44,209
+12,779
| +41% | +$334K | ﹤0.01% | 1744 |
|
|
2020
Q3 | $821K | Buy |
31,430
+9,987
| +47% | +$261K | ﹤0.01% | 1772 |
|
|
2020
Q2 | $558K | Buy |
21,443
+5,062
| +31% | +$130K | ﹤0.01% | 1963 |
|
|
2020
Q1 | $408K | Buy |
16,381
+6,414
| +64% | +$162K | ﹤0.01% | 1992 |
|
|
2019
Q4 | $254K | Buy |
+9,967
| New | +$254K | ﹤0.01% | 2627 |
|
Other funds holding SUSB
EWA
AA
