Sugarloaf Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$6.79K Sell
2024
Q3
$222K Buy
2024
Q2
$207K Hold
2024
Q1
$209K Buy
2023
Q4
$152K Hold
2023
Q3
$142K Sell
2023
Q2
$277K Hold
2023
Q1
$281K Buy
2022
Q4
$77.9K Hold
2022
Q3
$77K Sell
2022
Q2
$292K Hold
2022
Q1
$317K Hold
2021
Q4
$344K Hold
2021
Q3
$347K Hold
2021
Q2
$350K Buy
2021
Q1
$262 Sell
2020
Q4
$275K Buy