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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.2K | Hold |
|
|||||
|
2025
Q2 | $20.1K | Hold |
|
|||||
|
2025
Q1 | $20K | Hold |
|
|||||
|
2024
Q4 | $19.7K | Sell |
|
|||||
|
2024
Q3 | $20.5K | Hold |
|
|||||
|
2024
Q2 | $19.9K | Sell |
|
|||||
|
2024
Q1 | $23K | Sell |
|
|||||
|
2023
Q4 | $77K | Sell |
|
|||||
|
2023
Q3 | $85.4K | Sell |
|
|||||
|
2023
Q2 | $86.5K | Buy |
|
|||||
|
2023
Q1 | $72.6K | Buy |
|
|||||
|
2021
Q3 | – | Hold |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $21K | Buy |
|