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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,214	Closed	-$104K	–	1012
2024 Q4	$104K	Buy	+4,214	New	+$105K	0.01%	395
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%	-$818	0.03%	247
2022 Q2	$224K	Hold	9,301	–	–	0.03%	262
2022 Q1	$229K	Buy	9,301 +1,249	+16%	+$31.3K	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%	-$410K	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	+$224K	0.05%	222