Atria Wealth Solutions’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 | $432K | Sell |
9,084
-95,579
| -91% | -$4.54M | 0.01% | 980 |
|
|
2025
Q1 | $4.97M | Buy |
104,663
+28,632
| +38% | +$1.36M | 0.06% | 337 |
|
|
2024
Q4 | $3.53M | Sell |
76,031
-2,981
| -4% | -$138K | 0.04% | 450 |
|
|
2024
Q3 | $3.84M | Buy |
79,012
+1,585
| +2% | +$77K | 0.04% | 413 |
|
|
2024
Q2 | $3.61M | Buy |
77,427
+1,444
| +2% | +$67.3K | 0.04% | 424 |
|
|
2024
Q1 | $3.58M | Sell |
75,983
-8,234
| -10% | -$387K | 0.04% | 433 |
|
|
2023
Q4 | $4.02M | Sell |
84,217
-3,547
| -4% | -$169K | 0.05% | 368 |
|
|
2023
Q3 | $3.98M | Buy |
87,764
+15,508
| +21% | +$703K | 0.06% | 348 |
|
|
2023
Q2 | $3.41M | Buy |
72,256
+1,108
| +2% | +$52.3K | 0.05% | 392 |
|
|
2023
Q1 | $3.42M | Buy |
+71,148
| New | +$3.42M | 0.05% | 369 |
|
|
2022
Q4 | – | Sell |
-5,520
| Closed | -$256K | – | 1805 |
|
|
2022
Q3 | $256K | Buy |
+5,520
| New | +$256K | ﹤0.01% | 1388 |
|