Wealthcare Advisory Partners’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 | $388K | Buy |
+15,429
| New | +$388K | 0.01% | 714 |
|
2021
Q2 | – | Sell |
-470
| Closed | -$12K | – | 1710 |
|
2021
Q1 | $12K | Buy |
+470
| New | +$12K | ﹤0.01% | 1401 |
|
2020
Q2 | – | Sell |
-4,048
| Closed | -$101K | – | 1224 |
|
2020
Q1 | $101K | Buy |
4,048
+9
| +0.2% | +$225 | 0.01% | 371 |
|
2019
Q4 | $103K | Buy |
4,039
+1,673
| +71% | +$42.7K | 0.01% | 401 |
|
2019
Q3 | $60K | Buy |
+2,366
| New | +$60K | 0.01% | 496 |
|