Willow Creek Wealth Management’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 | $795K | Sell |
34,237
-626
| -2% | -$14.5K | 0.07% | 77 |
|
|
2025
Q1 | $804K | Buy |
34,863
+879
| +3% | +$20.3K | 0.08% | 72 |
|
|
2024
Q4 | $772K | Buy |
33,984
+1,966
| +6% | +$44.7K | 0.08% | 72 |
|
|
2024
Q3 | $762K | Buy |
32,018
+46
| +0.1% | +$1.09K | 0.08% | 72 |
|
|
2024
Q2 | $726K | Buy |
31,972
+1,233
| +4% | +$28K | 0.08% | 71 |
|
|
2024
Q1 | $707K | Buy |
30,739
+1,305
| +4% | +$30K | 0.08% | 70 |
|
|
2023
Q4 | $685K | Buy |
29,434
+23
| +0.1% | +$535 | 0.09% | 68 |
|
|
2023
Q3 | $640K | Buy |
29,411
+1,725
| +6% | +$37.5K | 0.1% | 71 |
|
|
2023
Q2 | $630K | Sell |
27,686
-1,994
| -7% | -$45.3K | 0.09% | 75 |
|
|
2023
Q1 | $683K | Buy |
29,680
+5,210
| +21% | +$120K | 0.11% | 65 |
|
|
2022
Q4 | $546K | Buy |
+24,470
| New | +$546K | 0.09% | 68 |
|