Willow Creek 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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.17M	Buy	46,328 +1,891	+4%	+$47.6K	0.1%	70
2025 Q2	$1.12M	Sell	44,437 -630	-1%	-$15.7K	0.1%	65
2025 Q1	$1.13M	Sell	45,067 -524	-1%	-$13K	0.11%	61
2024 Q4	$1.13M	Buy	45,591 +1,989	+5%	+$49.4K	0.11%	61
2024 Q3	$1.1M	Buy	43,602 +733	+2%	+$18.2K	0.12%	61
2024 Q2	$1.05M	Sell	42,869 -1,035	-2%	-$25.2K	0.12%	61
2024 Q1	$1.07M	Buy	43,904 +1,273	+3%	+$31.1K	0.13%	61
2023 Q4	$1.04M	Sell	42,631 -281	-0.7%	-$6.74K	0.13%	61
2023 Q3	$1.02M	Buy	42,912 +8,678	+25%	+$207K	0.15%	57
2023 Q2	$819K	Sell	34,234 -5,273	-13%	-$127K	0.12%	63
2023 Q1	$951K	Buy	39,507 +6,060	+18%	+$145K	0.15%	54
2022 Q4	$795K	Sell	33,447 -10,806	-24%	-$255K	0.13%	54
2022 Q3	$1.04M	Sell	44,253 -2,714	-6%	-$65.3K	0.2%	53
2022 Q2	$1.13M	Sell	46,967 -664	-1%	-$16.1K	0.21%	48
2022 Q1	$1.17M	Buy	47,631 +23,176	+95%	+$582K	0.24%	43
2021 Q4	$627K	Buy	24,455 +4,857	+25%	+$125K	0.13%	56
2021 Q3	$509K	Buy	19,598 +3,922	+25%	+$102K	0.11%	55
2021 Q2	$408K	Buy	15,676 +830	+6%	+$21.6K	0.1%	63
2021 Q1	$386K	Buy	14,846 +421	+3%	+$11K	0.14%	54
2020 Q4	$378K	Buy	14,425 +523	+4%	+$13.7K	0.14%	52
2020 Q3	$363K	Buy	+13,902	New	+$363K	0.15%	44