TPG Financial Advisors’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
2021
Q3
Sell
-11,179
Closed -$310K 37
2021
Q2
$310K Sell
11,179
-26,403
-70% -$732K 0.22% 32
2021
Q1
$1.01M Buy
37,582
+9,062
+32% +$244K 0.71% 20
2020
Q4
$808K Buy
28,520
+12,951
+83% +$367K 0.6% 22
2020
Q3
$432K Buy
+15,569
New +$432K 0.37% 25