Whittier Trust’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $218K | Buy |
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|
2025
Q2 | $215K | Hold |
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|
2025
Q1 | $213K | Buy |
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|
2024
Q4 | $125K | Sell |
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|
2024
Q3 | $496K | Hold |
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|
2024
Q2 | $474K | Hold |
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|
2024
Q1 | $480K | Hold |
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|
2023
Q4 | $486K | Buy |
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|
2023
Q3 | $446K | Hold |
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|
2023
Q2 | $466K | Hold |
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|
2023
Q1 | $472K | Sell |
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|
2022
Q4 | $508K | Buy |
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|
2022
Q3 | $468K | Hold |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $594K | Hold |
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|
2021
Q4 | $644K | Sell |
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|
2021
Q3 | $902K | Hold |
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|
2021
Q2 | $910K | Hold |
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|
2021
Q1 | $884K | Buy |
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|
2020
Q4 | $817K | Buy |
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|
2020
Q3 | $679K | Buy |
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|
2020
Q2 | $490K | Buy |
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|
2020
Q1 | $386K | Buy |
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