Tempus Wealth Planning’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
22,272
+4,503
| +25% | +$105K | 0.13% | 164 |
|
|
2025
Q1 | $410K | Buy |
17,769
+3,810
| +27% | +$87.9K | 0.12% | 166 |
|
|
2024
Q4 | $317K | Buy |
13,959
+1,019
| +8% | +$23.2K | 0.1% | 183 |
|
|
2024
Q3 | $308K | Sell |
12,940
-15
| -0.1% | -$357 | 0.11% | 165 |
|
|
2024
Q2 | $294K | Buy |
12,955
+1,093
| +9% | +$24.8K | 0.12% | 158 |
|
|
2024
Q1 | $273K | Buy |
11,862
+1,964
| +20% | +$45.2K | 0.12% | 165 |
|
|
2023
Q4 | $230K | Sell |
9,898
-3,339
| -25% | -$77.7K | 0.1% | 173 |
|
|
2023
Q3 | $288K | Sell |
13,237
-393
| -3% | -$8.55K | 0.14% | 130 |
|
|
2023
Q2 | $310K | Buy |
13,630
+2,785
| +26% | +$63.3K | 0.14% | 137 |
|
|
2023
Q1 | $250K | Sell |
10,845
-5,277
| -33% | -$121K | 0.12% | 146 |
|
|
2022
Q4 | $359K | Sell |
16,122
-23,271
| -59% | -$519K | 0.22% | 114 |
|
|
2022
Q3 | $858K | Buy |
+39,393
| New | +$858K | 0.57% | 47 |
|