Wells Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Hold |
22,345
| – | – | 0.71% | 28 |
|
|
2025
Q1 | $515K | Hold |
22,345
| – | – | 0.71% | 28 |
|
|
2024
Q4 | $508K | Buy |
22,345
+1,810
| +9% | +$41.1K | 0.69% | 30 |
|
|
2024
Q3 | $489K | Hold |
20,535
| – | – | 0.66% | 29 |
|
|
2024
Q2 | $467K | Hold |
20,535
| – | – | 0.31% | 38 |
|
|
2024
Q1 | $472K | Hold |
20,535
| – | – | 0.32% | 31 |
|
|
2023
Q4 | $478K | Buy |
20,535
+11,600
| +130% | +$270K | 0.35% | 29 |
|
|
2023
Q3 | $194K | Buy |
8,935
+1,100
| +14% | +$23.9K | 0.15% | 38 |
|
|
2023
Q2 | $178K | Hold |
7,835
| – | – | 0.13% | 41 |
|
|
2023
Q1 | $180K | Hold |
7,835
| – | – | 0.14% | 42 |
|
|
2022
Q4 | $175K | Buy |
7,835
+1,680
| +27% | +$37.5K | 0.14% | 42 |
|
|
2022
Q3 | $134K | Buy |
+6,155
| New | +$134K | 0.13% | 43 |
|