Wealthspire Advisors (New York)’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	$12.1M	Buy	479,307 +9,075	+2%	+$228K	0.07%	101
2025 Q1	$11.8M	Buy	470,232 +2,576	+0.6%	+$64.4K	0.07%	101
2024 Q4	$11.6M	Sell	467,656 -450,272	-49%	-$11.1M	0.11%	89
2024 Q3	$23.1M	Buy	+917,928	New	+$23.1M	0.24%	63