Topel & Distasi Wealth Management’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 | $1.95M | Buy |
83,960
+4,279
| +5% | +$99.4K | 1.02% | 29 |
|
|
2025
Q1 | $1.84M | Buy |
79,681
+11,405
| +17% | +$263K | 0.86% | 32 |
|
|
2024
Q4 | $1.55M | Sell |
68,276
-181
| -0.3% | -$4.11K | 0.66% | 36 |
|
|
2024
Q3 | $1.63M | Buy |
68,457
+2,018
| +3% | +$48K | 0.68% | 36 |
|
|
2024
Q2 | $1.51M | Sell |
66,439
-97
| -0.1% | -$2.2K | 0.66% | 35 |
|
|
2024
Q1 | $1.53M | Buy |
66,536
+10,245
| +18% | +$236K | 0.68% | 35 |
|
|
2023
Q4 | $1.31M | Buy |
56,291
+1,224
| +2% | +$28.5K | 0.62% | 36 |
|
|
2023
Q3 | $1.2M | Buy |
55,067
+5,748
| +12% | +$125K | 0.63% | 37 |
|
|
2023
Q2 | $1.12M | Buy |
49,319
+155
| +0.3% | +$3.53K | 0.56% | 39 |
|
|
2023
Q1 | $1.13M | Buy |
49,164
+12,132
| +33% | +$279K | 0.59% | 39 |
|
|
2022
Q4 | $826K | Sell |
37,032
-113
| -0.3% | -$2.52K | 0.46% | 44 |
|
|
2022
Q3 | $817K | Buy |
37,145
+488
| +1% | +$10.7K | 0.45% | 47 |
|
|
2022
Q2 | $849K | Buy |
36,657
+8,816
| +32% | +$204K | 0.49% | 45 |
|
|
2022
Q1 | $700K | Sell |
27,841
-3,848
| -12% | -$96.7K | 0.29% | 58 |
|
|
2021
Q4 | $865K | Buy |
+31,689
| New | +$865K | 0.35% | 56 |
|