Van Hulzen Asset Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Hold |
34,308
| – | – | 0.07% | 175 |
|
|
2025
Q1 | $791K | Hold |
34,308
| – | – | 0.07% | 172 |
|
|
2024
Q4 | $779K | Hold |
34,308
| – | – | 0.06% | 184 |
|
|
2024
Q3 | $816K | Buy |
34,308
+8,672
| +34% | +$206K | 0.06% | 173 |
|
|
2024
Q2 | $582K | Sell |
25,636
-837
| -3% | -$19K | 0.04% | 193 |
|
|
2024
Q1 | $609K | Buy |
26,473
+14,715
| +125% | +$339K | 0.04% | 207 |
|
|
2023
Q4 | $274K | Hold |
11,758
| – | – | 0.02% | 277 |
|
|
2023
Q3 | $256K | Hold |
11,758
| – | – | 0.02% | 263 |
|
|
2023
Q2 | $267K | Hold |
11,758
| – | – | 0.02% | 259 |
|
|
2023
Q1 | $271K | Hold |
11,758
| – | – | 0.03% | 244 |
|
|
2022
Q4 | $262K | Sell |
11,758
-1,950
| -14% | -$43.5K | 0.03% | 243 |
|
|
2022
Q3 | $299K | Sell |
13,708
-51
| -0.4% | -$1.11K | 0.04% | 213 |
|
|
2022
Q2 | $319K | Buy |
13,759
+21
| +0.2% | +$487 | 0.04% | 212 |
|
|
2022
Q1 | $345K | Buy |
+13,738
| New | +$345K | 0.04% | 212 |
|
|
2021
Q2 | – | Sell |
-24,640
| Closed | -$664K | – | 285 |
|
|
2021
Q1 | $664K | Buy |
24,640
+2,200
| +10% | +$59.3K | 0.11% | 115 |
|
|
2020
Q4 | $636K | Hold |
22,440
| – | – | 0.1% | 119 |
|
|
2020
Q3 | $622K | Hold |
22,440
| – | – | 0.09% | 112 |
|
|
2020
Q2 | $620K | Buy |
22,440
+8,900
| +66% | +$246K | 0.09% | 110 |
|
|
2020
Q1 | $348K | Buy |
+13,540
| New | +$348K | 0.07% | 159 |
|