Aprio 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 | $1.1M | Sell |
23,091
-1,847
| -7% | -$87.8K | 0.12% | 104 |
|
|
2025
Q1 | $1.18M | Buy |
24,938
+923
| +4% | +$43.8K | 0.15% | 93 |
|
|
2024
Q4 | $1.12M | Buy |
24,015
+291
| +1% | +$13.5K | 0.16% | 81 |
|
|
2024
Q3 | $1.15M | Buy |
23,724
+53
| +0.2% | +$2.58K | 0.18% | 71 |
|
|
2024
Q2 | $1.1M | Buy |
23,671
+603
| +3% | +$28.1K | 0.2% | 65 |
|
|
2024
Q1 | $1.09M | Sell |
23,068
-460
| -2% | -$21.6K | 0.21% | 55 |
|
|
2023
Q4 | $1.12M | Buy |
23,528
+394
| +2% | +$18.8K | 0.25% | 52 |
|
|
2023
Q3 | $1.05M | Buy |
23,134
+7,711
| +50% | +$349K | 0.29% | 46 |
|
|
2023
Q2 | $728K | Buy |
15,423
+602
| +4% | +$28.4K | 0.2% | 54 |
|
|
2023
Q1 | $712K | Sell |
14,821
-4,493
| -23% | -$216K | 0.22% | 48 |
|
|
2022
Q4 | $903K | Buy |
19,314
+14,067
| +268% | +$658K | 0.32% | 40 |
|
|
2022
Q3 | $244K | Buy |
+5,247
| New | +$244K | 0.1% | 88 |
|