AE Wealth Management’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 | $292K | Sell |
6,133
-180
| -3% | -$8.56K | ﹤0.01% | 1134 |
|
|
2025
Q1 | $300K | Buy |
6,313
+775
| +14% | +$36.8K | ﹤0.01% | 1084 |
|
|
2024
Q4 | $257K | Sell |
5,538
-1,351
| -20% | -$62.7K | ﹤0.01% | 1165 |
|
|
2024
Q3 | $335K | Buy |
6,889
+60
| +0.9% | +$2.92K | ﹤0.01% | 990 |
|
|
2024
Q2 | $318K | Sell |
6,829
-143
| -2% | -$6.67K | ﹤0.01% | 1011 |
|
|
2024
Q1 | $328K | Sell |
6,972
-12,695
| -65% | -$597K | ﹤0.01% | 935 |
|
|
2023
Q4 | $927K | Sell |
19,667
-1,145
| -6% | -$54K | ﹤0.01% | 1180 |
|
|
2023
Q3 | $943K | Buy |
20,812
+1,686
| +9% | +$76.4K | 0.01% | 1118 |
|
|
2023
Q2 | $902K | Buy |
19,126
+1,105
| +6% | +$52.1K | 0.01% | 1127 |
|
|
2023
Q1 | $866K | Buy |
+18,021
| New | +$866K | 0.01% | 1101 |
|