VERITY Wealth 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 | $663K | Hold |
26,322
| – | – | 0.45% | 41 |
|
|
2025
Q1 | $658K | Buy |
26,322
+606
| +2% | +$15.1K | 0.49% | 39 |
|
|
2024
Q4 | $635K | Hold |
25,716
| – | – | 0.46% | 38 |
|
|
2024
Q3 | $647K | Hold |
25,716
| – | – | 0.45% | 42 |
|
|
2024
Q2 | $630K | Hold |
25,716
| – | – | 0.47% | 40 |
|
|
2024
Q1 | $630K | Hold |
25,716
| – | – | 0.48% | 41 |
|
|
2023
Q4 | $630K | Sell |
25,716
-1,981
| -7% | -$48.5K | 0.54% | 38 |
|
|
2023
Q3 | $658K | Buy |
27,697
+1,881
| +7% | +$44.7K | 0.62% | 32 |
|
|
2023
Q2 | $617K | Hold |
25,816
| – | – | 0.55% | 34 |
|
|
2023
Q1 | $621K | Hold |
25,816
| – | – | 0.58% | 34 |
|
|
2022
Q4 | $614K | Hold |
25,816
| – | – | 0.6% | 33 |
|
|
2022
Q3 | $606K | Hold |
25,816
| – | – | 0.62% | 34 |
|
|
2022
Q2 | $622K | Buy |
25,816
+15,108
| +141% | +$364K | 0.6% | 32 |
|
|
2022
Q1 | $264K | Buy |
10,708
+1,981
| +23% | +$48.8K | 0.23% | 55 |
|
|
2021
Q4 | $224K | Hold |
8,727
| – | – | 0.19% | 63 |
|
|
2021
Q3 | $227K | Hold |
8,727
| – | – | 0.2% | 59 |
|
|
2021
Q2 | $227K | Buy |
+8,727
| New | +$227K | 0.21% | 56 |
|