Summit Wealth Group’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
$1.04M Sell
2025
Q1
$1.07M Buy
2024
Q4
$1.03M Sell
2024
Q3
$1.53M Sell
2024
Q2
$1.56M Sell
2024
Q1
$1.69M Sell
2023
Q4
$2.06M Sell
2023
Q3
$2.04M Sell
2023
Q2
$2.06M Sell
2023
Q1
$87K Buy
2022
Q4
$2.07M Buy
2022
Q3
$2.04M Buy
2022
Q2
$1.84M Buy
2022
Q1
$1.79M Buy
2021
Q4
$1.73M Buy
2021
Q3
Sell
2021
Q2
$631K Buy
2021
Q1
$169K Buy