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
Q2 | $1.12M | Sell |
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2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $819K | Sell |
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|
2023
Q1 | $951K | Buy |
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|
2022
Q4 | $795K | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $627K | Buy |
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|
2021
Q3 | $509K | Buy |
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|
2021
Q2 | $408K | Buy |
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|
2021
Q1 | $386K | Buy |
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|
2020
Q4 | $378K | Buy |
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|
2020
Q3 | $363K | Buy |
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