Walkner Condon Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $300K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $273K | Buy |
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