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