Sugarloaf Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Sugarloaf Wealth Management’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.24K	Sell
2024 Q3	$31.8K	Buy
2022 Q3	–	Sell
2022 Q2	$63K	Hold
2022 Q1	$65K	Hold
2021 Q4	$67K	Hold
2021 Q3	$68K	Hold
2021 Q2	$68K	Buy
2021 Q1	$54	Sell
2020 Q4	$55K	Buy
2020 Q3	$46K	Buy