Valeo 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 | $1.13M | Sell |
45,040
-2,660
| -6% | -$67K | 0.03% | 266 |
|
|
2025
Q1 | $1.19M | Buy |
47,700
+5,217
| +12% | +$130K | 0.03% | 225 |
|
|
2024
Q4 | $1.05M | Hold |
42,483
| – | – | 0.03% | 250 |
|
|
2024
Q3 | $1.07M | Buy |
42,483
+2,201
| +5% | +$55.4K | 0.03% | 247 |
|
|
2024
Q2 | $987K | Hold |
40,282
| – | – | 0.03% | 243 |
|
|
2024
Q1 | $977K | Buy |
40,282
+1,193
| +3% | +$28.9K | 0.04% | 243 |
|
|
2023
Q4 | $957K | Hold |
39,089
| – | – | 0.04% | 230 |
|
|
2023
Q3 | $929K | Buy |
39,089
+2,084
| +6% | +$49.5K | 0.04% | 222 |
|
|
2023
Q2 | $885K | Sell |
37,005
-77
| -0.2% | -$1.84K | 0.04% | 220 |
|
|
2023
Q1 | $892K | Buy |
+37,082
| New | +$892K | 0.04% | 228 |
|