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WBH Advisory’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

WBH Advisory’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$215K Buy
+9,264
New +$215K 0.02% 324
2024
Q4 		– Sell
-9,433
Closed -$224K – 333
2024
Q3 		$224K Sell
9,433
-880
-9% -$20.9K 0.02% 306
2024
Q2 		$234K Buy
+10,313
New +$234K 0.02% 287