Wells Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $526K | Hold |
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|
2025
Q2 | $519K | Hold |
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|
2025
Q1 | $515K | Hold |
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|
2024
Q4 | $508K | Buy |
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|
2024
Q3 | $489K | Hold |
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|
2024
Q2 | $467K | Hold |
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|
2024
Q1 | $472K | Hold |
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|
2023
Q4 | $478K | Buy |
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|
2023
Q3 | $194K | Buy |
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|
2023
Q2 | $178K | Hold |
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|
2023
Q1 | $180K | Hold |
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|
2022
Q4 | $175K | Buy |
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|
2022
Q3 | $134K | Buy |
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