AWM
Ariadne Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Sell |
15,913
-2,944
| -16% | -$140K | 0.36% | 60 |
|
|
2025
Q1 | $884K | Buy |
18,857
+580
| +3% | +$27.2K | 0.46% | 56 |
|
|
2024
Q4 | $854K | Buy |
18,277
+3,993
| +28% | +$187K | 0.39% | 55 |
|
|
2024
Q3 | $673K | Buy |
14,284
+29
| +0.2% | +$1.37K | 0.37% | 53 |
|
|
2024
Q2 | $664K | Buy |
+14,255
| New | +$664K | 0.51% | 45 |
|