United Capital Financial Advisors’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 | $1.05M | Sell |
41,615
-11,528
| -22% | -$290K | 0.01% | 581 |
|
|
2025
Q1 | $1.33M | Sell |
53,143
-21,545
| -29% | -$538K | 0.01% | 508 |
|
|
2024
Q4 | $1.84M | Buy |
74,688
+7,271
| +11% | +$180K | 0.02% | 431 |
|
|
2024
Q3 | $1.7M | Buy |
67,417
+21,684
| +47% | +$546K | 0.01% | 450 |
|
|
2024
Q2 | $1.12M | Sell |
45,733
-4,838
| -10% | -$118K | 0.01% | 501 |
|
|
2024
Q1 | $1.24M | Buy |
50,571
+9,533
| +23% | +$233K | 0.01% | 516 |
|
|
2023
Q4 | $1M | Sell |
41,038
-399
| -1% | -$9.77K | 0.01% | 560 |
|
|
2023
Q3 | $985K | Buy |
41,437
+7,214
| +21% | +$171K | 0.01% | 518 |
|
|
2023
Q2 | $818K | Buy |
34,223
+4,948
| +17% | +$118K | ﹤0.01% | 590 |
|
|
2023
Q1 | $704K | Buy |
29,275
+3,247
| +12% | +$78.1K | ﹤0.01% | 653 |
|
|
2022
Q4 | $619K | Buy |
26,028
+10,310
| +66% | +$245K | ﹤0.01% | 725 |
|
|
2022
Q3 | $369K | Buy |
15,718
+4,138
| +36% | +$97.1K | ﹤0.01% | 848 |
|
|
2022
Q2 | $279K | Buy |
+11,580
| New | +$279K | ﹤0.01% | 961 |
|
|
2022
Q1 | – | Sell |
-8,258
| Closed | -$212K | – | 1218 |
|
|
2021
Q4 | $212K | Buy |
+8,258
| New | +$212K | ﹤0.01% | 1133 |
|
|
2019
Q3 | – | Sell |
-12,642
| Closed | -$320K | – | 1446 |
|
|
2019
Q2 | $320K | Sell |
12,642
-3,412
| -21% | -$86.4K | ﹤0.01% | 1163 |
|
|
2019
Q1 | $402K | Buy |
16,054
+4,585
| +40% | +$115K | ﹤0.01% | 1033 |
|
|
2018
Q4 | $280K | Buy |
+11,469
| New | +$280K | ﹤0.01% | 1089 |
|