World Investment Advisors’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,480
| Closed | -$333K | – | 1103 |
|
|
2024
Q4 | $333K | Buy |
13,480
+777
| +6% | +$19.2K | 0.01% | 783 |
|
|
2024
Q3 | $320K | Buy |
+12,703
| New | +$320K | 0.01% | 717 |
|
|
2021
Q4 | – | Sell |
-8,049
| Closed | -$209K | – | 285 |
|
|
2021
Q3 | $209K | Sell |
8,049
-2,533
| -24% | -$65.8K | 0.05% | 237 |
|
|
2021
Q2 | $276K | Buy |
+10,582
| New | +$276K | 0.06% | 199 |
|