Wharton Business Group’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
10,045
| – | – | 0.01% | 126 |
|
|
2025
Q1 | $232K | Hold |
10,045
| – | – | 0.01% | 125 |
|
|
2024
Q4 | $228K | Sell |
10,045
-1,520
| -13% | -$34.5K | 0.01% | 126 |
|
|
2024
Q3 | $275K | Hold |
11,565
| – | – | 0.01% | 124 |
|
|
2024
Q2 | $263K | Hold |
11,565
| – | – | 0.01% | 123 |
|
|
2024
Q1 | $266K | Sell |
11,565
-440
| -4% | -$10.1K | 0.01% | 120 |
|
|
2023
Q4 | $279K | Hold |
12,005
| – | – | 0.01% | 113 |
|
|
2023
Q3 | $261K | Sell |
12,005
-1,355
| -10% | -$29.5K | 0.01% | 123 |
|
|
2023
Q2 | $304K | Hold |
13,360
| – | – | 0.02% | 112 |
|
|
2023
Q1 | $307K | Buy |
13,360
+635
| +5% | +$14.6K | 0.02% | 114 |
|
|
2022
Q4 | $284K | Buy |
12,725
+2,185
| +21% | +$48.8K | 0.02% | 120 |
|
|
2022
Q3 | $229K | Buy |
+10,540
| New | +$229K | 0.02% | 122 |
|