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Waverly Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Waverly Advisors’s Portfolio SUSB Stock Details SUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$339K Sell
13,450
-600
-4% -$15.1K ﹤0.01% 927
2025
Q1 		$351K Buy
+14,050
New +$351K ﹤0.01% 878