Strategic Point Investment Advisors’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 | $1.88M | Sell |
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2025
Q1 | $1.99M | Buy |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.94M | Sell |
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|
2024
Q2 | $1.89M | Sell |
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|
2024
Q1 | $1.92M | Sell |
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|
2023
Q4 | $1.93M | Buy |
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2023
Q3 | $1.27M | Buy |
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2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $266K | Hold |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $253K | Buy |
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|
2021
Q1 | $239K | Hold |
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|
2020
Q4 | $240K | Buy |
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2020
Q3 | $237K | Buy |
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