U.S. Capital Wealth Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$440K Buy
2025
Q2
$369K Buy
2025
Q1
$333K Hold
2024
Q4
$328K Buy
2024
Q3
$331K Buy
2024
Q2
$281K Buy
2024
Q1
$278K Buy
2023
Q4
$243K Buy
2023
Q3
Sell
2023
Q2
$219K Hold
2023
Q1
$222K Buy