WOSD
WFA of San Diego’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Buy |
+5,501
| New | +$138K | 0.1% | 115 |
|
|
2024
Q3 | $129K | Hold |
5,126
| – | – | 0.11% | 113 |
|
|
2024
Q2 | $126K | Buy |
+5,126
| New | +$126K | 0.11% | 108 |
|
|
2023
Q3 | $107K | Hold |
4,491
| – | – | 0.11% | 110 |
|
|
2023
Q2 | $107K | Buy |
+4,491
| New | +$107K | 0.11% | 108 |
|
|
2023
Q1 | – | Sell |
-4,440
| Closed | -$106K | – | 383 |
|
|
2022
Q4 | $106K | Buy |
+4,440
| New | +$106K | 0.08% | 136 |
|