Stratos Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-33,890
| Closed | -$770K | – | 739 |
|
|
2024
Q4 | $770K | Sell |
33,890
-2,740
| -7% | -$62.3K | 0.04% | 381 |
|
|
2024
Q3 | $871K | Sell |
36,630
-11,756
| -24% | -$280K | 0.04% | 384 |
|
|
2024
Q2 | $1.1M | Buy |
48,386
+9,801
| +25% | +$223K | 0.05% | 316 |
|
|
2024
Q1 | $887K | Buy |
38,585
+1,498
| +4% | +$34.4K | 0.05% | 354 |
|
|
2023
Q4 | $863K | Buy |
37,087
+14,650
| +65% | +$341K | 0.05% | 360 |
|
|
2023
Q3 | $488K | Sell |
22,437
-8,190
| -27% | -$178K | 0.03% | 430 |
|
|
2023
Q2 | $696K | Buy |
30,627
+1,192
| +4% | +$27.1K | 0.05% | 366 |
|
|
2023
Q1 | $677K | Buy |
29,435
+16,600
| +129% | +$382K | 0.05% | 363 |
|
|
2022
Q4 | $286K | Buy |
12,835
+3,361
| +35% | +$74.9K | 0.02% | 482 |
|
|
2022
Q3 | $206K | Buy |
+9,474
| New | +$206K | 0.02% | 477 |
|