WFA of San Diego’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

WFA of San Diego’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$138K	Buy
2024 Q3	$129K	Hold
2024 Q2	$126K	Buy
2023 Q3	$107K	Hold
2023 Q2	$107K	Buy
2023 Q1	–	Sell
2022 Q4	$106K	Buy