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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1K | Hold |
799
| – | – | ﹤0.01% | 471 |
|
|
2025
Q1 | $20K | Hold |
799
| – | – | ﹤0.01% | 454 |
|
|
2024
Q4 | $19.7K | Sell |
799
-15
| -2% | -$370 | ﹤0.01% | 423 |
|
|
2024
Q3 | $20.5K | Hold |
814
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $19.9K | Sell |
814
-125
| -13% | -$3.06K | ﹤0.01% | 401 |
|
|
2024
Q1 | $23K | Sell |
939
-2,205
| -70% | -$54K | ﹤0.01% | 391 |
|
|
2023
Q4 | $77K | Sell |
3,144
-450
| -13% | -$11K | 0.01% | 340 |
|
|
2023
Q3 | $85.4K | Sell |
3,594
-23
| -0.6% | -$547 | 0.01% | 348 |
|
|
2023
Q2 | $86.5K | Buy |
3,617
+600
| +20% | +$14.3K | 0.01% | 352 |
|
|
2023
Q1 | $72.6K | Buy |
+3,017
| New | +$72.6K | 0.01% | 355 |
|
|
2021
Q3 | – | Hold |
0
| – | -$58K | – | 682 |
|
|
2021
Q2 | – | Sell |
-812
| Closed | -$21K | – | 449 |
|
|
2021
Q1 | $21K | Buy |
+812
| New | +$21K | ﹤0.01% | 654 |
|