Tradition Wealth Management’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 | $406K | Sell |
16,145
-104
| -0.6% | -$2.62K | 0.03% | 298 |
|
|
2025
Q1 | $406K | Sell |
16,249
-2,617
| -14% | -$65.4K | 0.04% | 283 |
|
|
2024
Q4 | $466K | Sell |
18,866
-1,888
| -9% | -$46.6K | 0.04% | 259 |
|
|
2024
Q3 | $522K | Buy |
20,754
+319
| +2% | +$8.03K | 0.05% | 235 |
|
|
2024
Q2 | $500K | Sell |
20,435
-300
| -1% | -$7.35K | 0.05% | 233 |
|
|
2024
Q1 | $508K | Buy |
20,735
+319
| +2% | +$7.81K | 0.05% | 219 |
|
|
2023
Q4 | $500K | Buy |
20,416
+769
| +4% | +$18.8K | 0.05% | 191 |
|
|
2023
Q3 | $467K | Buy |
19,647
+413
| +2% | +$9.82K | 0.06% | 186 |
|
|
2023
Q2 | $460K | Buy |
19,234
+1,749
| +10% | +$41.8K | 0.05% | 188 |
|
|
2023
Q1 | $421K | Buy |
17,485
+573
| +3% | +$13.8K | 0.05% | 198 |
|
|
2022
Q4 | $402K | Buy |
16,912
+1,963
| +13% | +$46.7K | 0.06% | 186 |
|
|
2022
Q3 | $351K | Buy |
14,949
+99
| +0.7% | +$2.33K | 0.05% | 192 |
|
|
2022
Q2 | $358K | Sell |
14,850
-362
| -2% | -$8.73K | 0.05% | 194 |
|
|
2022
Q1 | $375K | Buy |
15,212
+2,023
| +15% | +$49.9K | 0.05% | 222 |
|
|
2021
Q4 | $338K | Buy |
13,189
+11,005
| +504% | +$282K | 0.04% | 231 |
|
|
2021
Q3 | $57K | Buy |
2,184
+474
| +28% | +$12.4K | 0.01% | 477 |
|
|
2021
Q2 | $45K | Buy |
+1,710
| New | +$45K | 0.01% | 556 |
|