Number of Shares
193,635.00
Current Holdings Value*
$4.50 Mil
% of Portfolio
1.95%
Total Estimate Gain
$22,372.47
% of Total Estimate Gain
0.47%

Colorado Capital Management, Inc.'s iShares ESG USD Corporate Bond ETF Holding Summary

As of 2025-06-30, Colorado Capital Management, Inc. held 193,635.00 shares of iShares ESG USD Corporate Bond ETF(SUSC), totaling $4.50 Mil. This investment constitutes 1.95% of their stock portfolio, and Colorado Capital Management, Inc. now holds 0.38% of the outstanding iShares ESG USD Corporate Bond ETF(SUSC) stock.

The initial trade took place in 2025Q1. And since then Colorado Capital Management, Inc. has made 1 purchases of SUSC, at an average price of $22.88, for a total of 205,974.00 shares. In addition, there have been 1 sales at an average price of $22.81 for 12,339.00 shares. Based on historical transaction data and SUSC's current price of $23.00, Colorado Capital Management, Inc.'s estimated gain on his SUSC holdings is $22,372.47, reflecting a 0.47% gain to date.

Colorado Capital Management, Inc. SUSC ($23.00) Holding Chart

Colorado Capital Management, Inc. SUSC ($23.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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