Ameliora Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $480K | Hold |
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|
2025
Q2 | $475K | Sell |
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|
2025
Q1 | $855K | Hold |
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|
2024
Q4 | $836K | Hold |
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|
2024
Q3 | $875K | Hold |
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|
2024
Q2 | $839K | Buy |
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|
2024
Q1 | $503K | Hold |
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|
2023
Q4 | $510K | Hold |
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|
2023
Q3 | $484K | Hold |
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|
2023
Q2 | $504K | Hold |
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|
2023
Q1 | $5.13K | Buy |
|