Wealth Alliance’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Sell |
30,114
-2,372
| -7% | -$55.1K | 0.08% | 230 |
|
|
2025
Q1 | $749K | Buy |
32,486
+1,584
| +5% | +$36.5K | 0.09% | 202 |
|
|
2024
Q4 | $702K | Sell |
30,902
-1,535
| -5% | -$34.9K | 0.08% | 208 |
|
|
2024
Q3 | $772K | Sell |
32,437
-2,806
| -8% | -$66.8K | 0.09% | 194 |
|
|
2024
Q2 | $801K | Buy |
35,243
+2,840
| +9% | +$64.5K | 0.1% | 175 |
|
|
2024
Q1 | $745K | Buy |
32,403
+3,484
| +12% | +$80.1K | 0.1% | 199 |
|
|
2023
Q4 | $673K | Buy |
28,919
+13,009
| +82% | +$303K | 0.09% | 211 |
|
|
2023
Q3 | $346K | Sell |
15,910
-3,272
| -17% | -$71.2K | 0.05% | 314 |
|
|
2023
Q2 | $436K | Buy |
19,182
+1,865
| +11% | +$42.4K | 0.07% | 273 |
|
|
2023
Q1 | $399K | Buy |
17,317
+6,829
| +65% | +$157K | 0.06% | 287 |
|
|
2022
Q4 | $234K | Sell |
10,488
-1,405
| -12% | -$31.3K | 0.04% | 422 |
|
|
2022
Q3 | $259K | Sell |
11,893
-233
| -2% | -$5.07K | 0.05% | 359 |
|
|
2022
Q2 | $281K | Buy |
+12,126
| New | +$281K | 0.05% | 341 |
|