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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $666K | Hold |
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|
2025
Q2 | $663K | Hold |
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|
2025
Q1 | $658K | Buy |
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|
2024
Q4 | $635K | Hold |
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|
2024
Q3 | $647K | Hold |
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|
2024
Q2 | $630K | Hold |
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|
2024
Q1 | $630K | Hold |
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|
2023
Q4 | $630K | Sell |
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|
2023
Q3 | $658K | Buy |
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|
2023
Q2 | $617K | Hold |
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|
2023
Q1 | $621K | Hold |
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|
2022
Q4 | $614K | Hold |
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|
2022
Q3 | $606K | Hold |
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|
2022
Q2 | $622K | Buy |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $224K | Hold |
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|
2021
Q3 | $227K | Hold |
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|
2021
Q2 | $227K | Buy |
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