TD Private Client Wealth’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Hold |
48,540
| – | – | 0.03% | 325 |
|
|
2025
Q1 | $1.21M | Sell |
48,540
-7,593
| -14% | -$190K | 0.03% | 306 |
|
|
2024
Q4 | $1.39M | Buy |
56,133
+2,822
| +5% | +$69.7K | 0.04% | 297 |
|
|
2024
Q3 | $1.34M | Buy |
53,311
+1,286
| +2% | +$32.4K | 0.04% | 319 |
|
|
2024
Q2 | $1.27M | Buy |
52,025
+787
| +2% | +$19.3K | 0.04% | 311 |
|
|
2024
Q1 | $1.25M | Sell |
51,238
-3,592
| -7% | -$87.9K | 0.04% | 320 |
|
|
2023
Q4 | $1.34M | Buy |
54,830
+238
| +0.4% | +$5.83K | 0.05% | 288 |
|
|
2023
Q3 | $1.3M | Buy |
54,592
+2,233
| +4% | +$53.1K | 0.06% | 280 |
|
|
2023
Q2 | $1.25M | Buy |
52,359
+3,449
| +7% | +$82.5K | 0.05% | 296 |
|
|
2023
Q1 | $1.18M | Buy |
48,910
+17,933
| +58% | +$431K | 0.05% | 302 |
|
|
2022
Q4 | $736K | Sell |
30,977
-13,575
| -30% | -$323K | 0.03% | 367 |
|
|
2022
Q3 | $1.05M | Buy |
44,552
+327
| +0.7% | +$7.68K | 0.05% | 298 |
|
|
2022
Q2 | $1.07M | Sell |
44,225
-1,981
| -4% | -$47.7K | 0.05% | 304 |
|
|
2022
Q1 | $1.14M | Buy |
46,206
+31,539
| +215% | +$777K | 0.05% | 320 |
|
|
2021
Q4 | $376K | Sell |
14,667
-11,942
| -45% | -$306K | 0.02% | 458 |
|
|
2021
Q3 | $691K | Buy |
26,609
+766
| +3% | +$19.9K | 0.03% | 369 |
|
|
2021
Q2 | $673K | Buy |
25,843
+4,305
| +20% | +$112K | 0.03% | 373 |
|
|
2021
Q1 | $559K | Buy |
21,538
+8,807
| +69% | +$229K | 0.03% | 377 |
|
|
2020
Q4 | $333K | Hold |
12,731
| – | – | 0.02% | 427 |
|
|
2020
Q3 | $332K | Sell |
12,731
-2,551
| -17% | -$66.6K | 0.02% | 403 |
|
|
2020
Q2 | $397K | Buy |
+15,282
| New | +$397K | 0.02% | 378 |
|