US 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
Q1 | $289K | Buy |
11,546
+1,218
| +12% | +$30.4K | 0.09% | 83 |
|
|
2024
Q4 | $255K | Buy |
10,328
+315
| +3% | +$7.78K | 0.08% | 79 |
|
|
2024
Q3 | $252K | Buy |
10,013
+836
| +9% | +$21K | 0.08% | 76 |
|
|
2024
Q2 | $225K | Sell |
9,177
-528
| -5% | -$12.9K | 0.08% | 78 |
|
|
2024
Q1 | $238K | Buy |
9,705
+1,088
| +13% | +$26.6K | 0.08% | 71 |
|
|
2023
Q4 | $211K | Buy |
+8,617
| New | +$211K | 0.08% | 72 |
|