Ameliora 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 | $475K | Sell |
10,000
-8,000
| -44% | -$380K | 0.17% | 71 |
|
|
2025
Q1 | $855K | Hold |
18,000
| – | – | 0.32% | 44 |
|
|
2024
Q4 | $836K | Hold |
18,000
| – | – | 0.31% | 47 |
|
|
2024
Q3 | $875K | Hold |
18,000
| – | – | 0.36% | 41 |
|
|
2024
Q2 | $839K | Buy |
18,000
+7,317
| +68% | +$341K | 0.38% | 44 |
|
|
2024
Q1 | $503K | Hold |
10,683
| – | – | 0.23% | 60 |
|
|
2023
Q4 | $510K | Hold |
10,683
| – | – | 0.25% | 57 |
|
|
2023
Q3 | $484K | Hold |
10,683
| – | – | 0.29% | 51 |
|
|
2023
Q2 | $504K | Hold |
10,683
| – | – | 0.31% | 53 |
|
|
2023
Q1 | $5.13K | Buy |
+10,683
| New | +$5.13K | ﹤0.01% | 197 |
|