Western Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
10,438
+48
| +0.5% | +$1.21K | 0.02% | 592 |
|
|
2025
Q1 | $260K | Buy |
10,390
+1,564
| +18% | +$39.1K | 0.02% | 571 |
|
|
2024
Q4 | $218K | Sell |
8,826
-558
| -6% | -$13.8K | 0.01% | 616 |
|
|
2024
Q3 | $236K | Buy |
9,384
+239
| +3% | +$6.01K | 0.01% | 669 |
|
|
2024
Q2 | $224K | Sell |
9,145
-593
| -6% | -$14.5K | 0.02% | 594 |
|
|
2024
Q1 | $238K | Buy |
9,738
+1,234
| +15% | +$30.2K | 0.02% | 574 |
|
|
2023
Q4 | $208K | Buy |
+8,504
| New | +$208K | 0.02% | 651 |
|