WCWM
Willow Creek Wealth Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
44,437
-630
| -1% | -$15.9K | 0.1% | 65 |
|
|
2025
Q1 | $1.13M | Sell |
45,067
-524
| -1% | -$13.1K | 0.11% | 61 |
|
|
2024
Q4 | $1.13M | Buy |
45,591
+1,989
| +5% | +$49.1K | 0.11% | 61 |
|
|
2024
Q3 | $1.1M | Buy |
43,602
+733
| +2% | +$18.4K | 0.12% | 61 |
|
|
2024
Q2 | $1.05M | Sell |
42,869
-1,035
| -2% | -$25.3K | 0.12% | 61 |
|
|
2024
Q1 | $1.07M | Buy |
43,904
+1,273
| +3% | +$31.2K | 0.13% | 61 |
|
|
2023
Q4 | $1.04M | Sell |
42,631
-281
| -0.7% | -$6.88K | 0.13% | 61 |
|
|
2023
Q3 | $1.02M | Buy |
42,912
+8,678
| +25% | +$206K | 0.15% | 57 |
|
|
2023
Q2 | $819K | Sell |
34,234
-5,273
| -13% | -$126K | 0.12% | 63 |
|
|
2023
Q1 | $951K | Buy |
39,507
+6,060
| +18% | +$146K | 0.15% | 54 |
|
|
2022
Q4 | $795K | Sell |
33,447
-10,806
| -24% | -$257K | 0.13% | 54 |
|
|
2022
Q3 | $1.04M | Sell |
44,253
-2,714
| -6% | -$63.8K | 0.2% | 53 |
|
|
2022
Q2 | $1.13M | Sell |
46,967
-664
| -1% | -$16K | 0.21% | 48 |
|
|
2022
Q1 | $1.17M | Buy |
47,631
+23,176
| +95% | +$571K | 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% | +$10.9K | 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 |
|