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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.9K	Sell	594 -160	-21%	-$4.03K	﹤0.01%	517
2025 Q4	$19K	Sell	754 -45	-6%	-$1.14K	﹤0.01%	483
2025 Q3	$20.2K	Hold	799	–	–	﹤0.01%	479
2025 Q2	$20.1K	Hold	799	–	–	﹤0.01%	472
2025 Q1	$20K	Hold	799	–	–	﹤0.01%	457
2024 Q4	$19.7K	Sell	799 -15	-2%	-$373	﹤0.01%	423
2024 Q3	$20.5K	Hold	814	–	–	﹤0.01%	428
2024 Q2	$19.9K	Sell	814 -125	-13%	-$3.05K	﹤0.01%	401
2024 Q1	$23K	Sell	939 -2,205	-70%	-$53.9K	﹤0.01%	391
2023 Q4	$77K	Sell	3,144 -450	-13%	-$10.8K	0.01%	340
2023 Q3	$85.4K	Sell	3,594 -23	-0.6%	-$549	0.01%	348
2023 Q2	$86.5K	Buy	3,617 +600	+20%	+$14.4K	0.01%	352
2023 Q1	$72.6K	Buy	+3,017	New	+$72.2K	0.01%	355
2021 Q3	–	Hold	0	–	-$58K	–	682
2021 Q2	–	Sell	-812	Closed	-$21.1K	–	449
2021 Q1	$21K	Buy	+812	New	+$21.2K	﹤0.01%	655