IMPACTfolio, LLC SUSB Holdings History
IMPACTfolio, LLC's iShares ESG 1-5 Year USD Corporate Bond ETF Holding Summary
As of 2025-06-30, IMPACTfolio, LLC held 233,048.00 shares of iShares ESG 1-5 Year USD Corporate Bond ETF(SUSB), totaling $5.87 Mil. This investment constitutes 2.78% of their stock portfolio, and IMPACTfolio, LLC now holds 0.59% of the outstanding iShares ESG 1-5 Year USD Corporate Bond ETF(SUSB) stock.
The initial trade took place in 2021Q4. And since then IMPACTfolio, LLC has made 10 purchases of SUSB, at an average price of $24.83, for a total of 326,438.00 shares. In addition, there have been 4 sales at an average price of $23.87 for 93,390.00 shares. Based on historical transaction data and SUSB's current price of $25.08, IMPACTfolio, LLC's estimated gain on his SUSB holdings is $-32,528.26, reflecting a -0.40% gain to date.
IMPACTfolio, LLC SUSB ($25.08) Holding Chart
IMPACTfolio, LLC SUSB ($25.08) 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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