Wealth Enhancement Advisory Services’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
115,992
+1,134
| +1% | +$28.4K | ﹤0.01% | 1168 |
|
|
2025
Q1 | $2.87M | Sell |
114,858
-38,857
| -25% | -$971K | 0.01% | 1062 |
|
|
2024
Q4 | $3.8M | Buy |
153,715
+100,809
| +191% | +$2.49M | 0.01% | 900 |
|
|
2024
Q3 | $1.33M | Sell |
52,906
-8,263
| -14% | -$208K | ﹤0.01% | 1251 |
|
|
2024
Q2 | $1.5M | Buy |
61,169
+11,020
| +22% | +$270K | ﹤0.01% | 1106 |
|
|
2024
Q1 | $1.23M | Buy |
50,149
+1,061
| +2% | +$26K | ﹤0.01% | 1143 |
|
|
2023
Q4 | $1.2M | Buy |
49,088
+7,783
| +19% | +$191K | ﹤0.01% | 1092 |
|
|
2023
Q3 | $982K | Buy |
+41,305
| New | +$982K | ﹤0.01% | 1102 |
|