Wescott Financial Advisory Group’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
Q2 | $5.15M | Buy |
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2025
Q1 | $4.92M | Buy |
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2024
Q4 | $4.63M | Buy |
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|
2024
Q3 | $4.57M | Buy |
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|
2024
Q2 | $4.35M | Sell |
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|
2024
Q1 | $4.44M | Buy |
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|
2023
Q4 | $4.18M | Buy |
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|
2023
Q3 | $4M | Buy |
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|
2023
Q2 | $4M | Buy |
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|
2023
Q1 | $4.01M | Buy |
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|
2022
Q4 | $3.68M | Sell |
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|
2022
Q3 | $3.78M | Buy |
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|
2022
Q2 | $3.68M | Buy |
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|
2022
Q1 | $3.04M | Buy |
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|
2021
Q4 | $2.98M | Buy |
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|
2021
Q3 | $2.02M | Buy |
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|
2021
Q2 | $2.01M | Buy |
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|
2021
Q1 | $1.49M | Buy |
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|
2020
Q4 | $1.36M | Buy |
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