Advisornet Financial’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
6,543
+111
| +2% | +$5.28K | 0.02% | 472 |
|
|
2025
Q1 | $305K | Sell |
6,432
-115
| -2% | -$5.46K | 0.02% | 448 |
|
|
2024
Q4 | $304K | Sell |
6,547
-1,354
| -17% | -$62.9K | 0.03% | 415 |
|
|
2024
Q3 | $384K | Buy |
7,901
+1,043
| +15% | +$50.7K | 0.03% | 379 |
|
|
2024
Q2 | $320K | Buy |
6,858
+6
| +0.1% | +$280 | 0.03% | 385 |
|
|
2024
Q1 | $322K | Sell |
6,852
-392
| -5% | -$18.4K | 0.03% | 379 |
|
|
2023
Q4 | $346K | Sell |
7,244
-1,527
| -17% | -$72.9K | 0.03% | 381 |
|
|
2023
Q3 | $397K | Buy |
8,771
+43
| +0.5% | +$1.95K | 0.04% | 336 |
|
|
2023
Q2 | $412K | Buy |
8,728
+1,926
| +28% | +$90.9K | 0.04% | 338 |
|
|
2023
Q1 | $327K | Buy |
6,802
+1,637
| +32% | +$78.7K | 0.03% | 366 |
|
|
2022
Q4 | $241K | Buy |
5,165
+4
| +0.1% | +$187 | 0.02% | 437 |
|
|
2022
Q3 | $240K | Buy |
5,161
+502
| +11% | +$23.3K | 0.02% | 466 |
|
|
2022
Q2 | $228K | Hold |
4,659
| – | – | 0.02% | 474 |
|
|
2022
Q1 | $241K | Buy |
4,659
+1,710
| +58% | +$88.5K | 0.02% | 511 |
|
|
2021
Q4 | $163K | Hold |
2,949
| – | – | 0.01% | 646 |
|
|
2021
Q3 | $163K | Buy |
2,949
+2,604
| +755% | +$144K | 0.01% | 641 |
|
|
2021
Q2 | $19K | Buy |
345
+199
| +136% | +$11K | ﹤0.01% | 1227 |
|
|
2021
Q1 | $8K | Hold |
146
| – | – | ﹤0.01% | 1394 |
|
|
2020
Q4 | $8K | Sell |
146
-618
| -81% | -$33.9K | ﹤0.01% | 1321 |
|
|
2020
Q3 | $43K | Sell |
764
-961
| -56% | -$54.1K | ﹤0.01% | 884 |
|
|
2020
Q2 | $98K | Buy |
1,725
+10
| +0.6% | +$568 | 0.01% | 672 |
|
|
2020
Q1 | $95K | Buy |
1,715
+1,170
| +215% | +$64.8K | 0.01% | 625 |
|
|
2019
Q4 | $29K | Hold |
545
| – | – | ﹤0.01% | 1063 |
|
|
2019
Q3 | $30K | Hold |
545
| – | – | ﹤0.01% | 1064 |
|
|
2019
Q2 | $29K | Buy |
+545
| New | +$29K | ﹤0.01% | 958 |
|