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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$50.2K	Hold	1,055	–	–	0.01%	581
2025 Q4	$50.5K	Buy	1,055 +58	+6%	+$2.79K	0.01%	528
2025 Q3	$47.9K	Buy	997 +116	+13%	+$5.51K	0.01%	508
2025 Q2	$41.9K	Sell	881 -88	-9%	-$4.13K	0.01%	447
2025 Q1	$46K	Hold	969	–	–	0.02%	357
2024 Q4	$45K	Sell	969 -64	-6%	-$3.02K	0.01%	357
2024 Q3	$50.2K	Sell	1,033 -124	-11%	-$5.94K	0.01%	366
2024 Q2	$53.9K	Sell	1,157 -154	-12%	-$7.14K	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%	+$2.75K	0.03%	262
2023 Q3	$66.6K	Buy	+1,471	New	+$68.2K	0.04%	258