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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Sell |
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2025
Q2 | $1.05M | Sell |
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2025
Q1 | $1.33M | Sell |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.7M | Buy |
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|
2024
Q2 | $1.12M | Sell |
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2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $985K | Buy |
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|
2023
Q2 | $818K | Buy |
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|
2023
Q1 | $704K | Buy |
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|
2022
Q4 | $619K | Buy |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $212K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $320K | Sell |
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|
2019
Q1 | $402K | Buy |
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|
2018
Q4 | $280K | Buy |
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