WT 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
2022
Q2
Sell
-10,758
Closed -$270K 122
2022
Q1
$270K Buy
10,758
+1,420
+15% +$35.6K 0.1% 104
2021
Q4
$255K Buy
9,338
+1,345
+17% +$36.7K 0.09% 109
2021
Q3
$220K Buy
+7,993
New +$220K 0.08% 116