Venturi Wealth Management’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $562K | Sell |
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|
2025
Q2 | $556K | Sell |
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2025
Q1 | $572K | Sell |
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|
2024
Q4 | $574K | Buy |
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|
2024
Q3 | $554K | Buy |
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|
2024
Q2 | $525K | Buy |
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|
2024
Q1 | $521K | Buy |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $594K | Sell |
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|
2023
Q1 | $746K | Buy |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $245K | Buy |
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