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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $270K | Hold |
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|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $266K | Hold |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $236K | Hold |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $229K | Hold |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $224K | Buy |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | $140K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $83K | Hold |
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|
2021
Q3 | $84K | Hold |
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|
2021
Q2 | $84K | Buy |
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|
2021
Q1 | $62K | Buy |
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|
2020
Q4 | $15K | Buy |
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