Annis Gardner Whiting Capital Advisors’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 | $41.9K | Sell |
881
-88
| -9% | -$4.18K | 0.01% | 447 |
|
|
2025
Q1 | $46K | Hold |
969
| – | – | 0.02% | 357 |
|
|
2024
Q4 | $45K | Sell |
969
-64
| -6% | -$2.97K | 0.01% | 357 |
|
|
2024
Q3 | $50.2K | Sell |
1,033
-124
| -11% | -$6.03K | 0.01% | 365 |
|
|
2024
Q2 | $53.9K | Sell |
1,157
-154
| -12% | -$7.18K | 0.02% | 392 |
|
|
2024
Q1 | $61.7K | Sell |
1,311
-220
| -14% | -$10.4K | 0.02% | 354 |
|
|
2023
Q4 | $73.1K | Buy |
1,531
+60
| +4% | +$2.86K | 0.03% | 262 |
|
|
2023
Q3 | $66.6K | Buy |
+1,471
| New | +$66.6K | 0.04% | 258 |
|