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
2026 Q1	$533K	Buy	23,045 +700	+3%	+$16.4K	2.43%	14
2025 Q4	$523K	Hold	22,345	–	–	0.99%	23
2025 Q3	$526K	Hold	22,345	–	–	0.7%	27
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%	+$41.9K	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%	+$256K	0.35%	29
2023 Q3	$194K	Buy	8,935 +1,100	+14%	+$24.5K	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%	+$37.2K	0.14%	42
2022 Q3	$134K	Buy	+6,155	New	+$143K	0.13%	43