Van Hulzen Asset Management’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 | – | Sell |
-4,214
| Closed | -$104K | – | 1009 |
|
|
2024
Q4 | $104K | Buy |
+4,214
| New | +$104K | 0.01% | 390 |
|
|
2023
Q4 | – | Sell |
-9,267
| Closed | -$220K | – | 319 |
|
|
2023
Q3 | $220K | Hold |
9,267
| – | – | 0.02% | 285 |
|
|
2023
Q2 | $222K | Hold |
9,267
| – | – | 0.02% | 282 |
|
|
2023
Q1 | $223K | Hold |
9,267
| – | – | 0.02% | 266 |
|
|
2022
Q4 | $220K | Hold |
9,267
| – | – | 0.03% | 259 |
|
|
2022
Q3 | $218K | Sell |
9,267
-34
| -0.4% | -$800 | 0.03% | 247 |
|
|
2022
Q2 | $224K | Hold |
9,301
| – | – | 0.03% | 262 |
|
|
2022
Q1 | $229K | Buy |
9,301
+1,249
| +16% | +$30.8K | 0.02% | 272 |
|
|
2021
Q4 | $207K | Sell |
8,052
-7,388
| -48% | -$190K | 0.02% | 286 |
|
|
2021
Q3 | $401K | Sell |
15,440
-15,735
| -50% | -$409K | 0.06% | 179 |
|
|
2021
Q2 | $812K | Buy |
+31,175
| New | +$812K | 0.12% | 103 |
|
|
2021
Q1 | – | Sell |
-8,875
| Closed | -$232K | – | 312 |
|
|
2020
Q4 | $232K | Hold |
8,875
| – | – | 0.04% | 247 |
|
|
2020
Q3 | $232K | Hold |
8,875
| – | – | 0.03% | 229 |
|
|
2020
Q2 | $231K | Hold |
8,875
| – | – | 0.03% | 226 |
|
|
2020
Q1 | $221K | Buy |
+8,875
| New | +$221K | 0.05% | 222 |
|