Wells Financial Advisors’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 | $268K | Hold |
10,660
| – | – | 0.37% | 34 |
|
|
2025
Q1 | $266K | Hold |
10,660
| – | – | 0.37% | 34 |
|
|
2024
Q4 | $263K | Buy |
10,660
+1,290
| +14% | +$31.9K | 0.36% | 37 |
|
|
2024
Q3 | $236K | Hold |
9,370
| – | – | 0.32% | 36 |
|
|
2024
Q2 | $229K | Hold |
9,370
| – | – | 0.15% | 48 |
|
|
2024
Q1 | $229K | Hold |
9,370
| – | – | 0.16% | 39 |
|
|
2023
Q4 | $229K | Hold |
9,370
| – | – | 0.17% | 37 |
|
|
2023
Q3 | $223K | Hold |
9,370
| – | – | 0.17% | 36 |
|
|
2023
Q2 | $224K | Buy |
9,370
+350
| +4% | +$8.37K | 0.17% | 36 |
|
|
2023
Q1 | $217K | Hold |
9,020
| – | – | 0.17% | 39 |
|
|
2022
Q4 | $214K | Buy |
9,020
+3,060
| +51% | +$72.7K | 0.18% | 39 |
|
|
2022
Q3 | $140K | Buy |
+5,960
| New | +$140K | 0.14% | 39 |
|
|
2022
Q1 | – | Sell |
-3,242
| Closed | -$83K | – | 62 |
|
|
2021
Q4 | $83K | Hold |
3,242
| – | – | 0.07% | 45 |
|
|
2021
Q3 | $84K | Hold |
3,242
| – | – | 0.07% | 45 |
|
|
2021
Q2 | $84K | Buy |
3,242
+850
| +36% | +$22K | 0.07% | 45 |
|
|
2021
Q1 | $62K | Buy |
2,392
+1,800
| +304% | +$46.7K | 0.06% | 46 |
|
|
2020
Q4 | $15K | Buy |
+592
| New | +$15K | 0.01% | 55 |
|