Avantax Advisory Services’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 | $1.44M | Buy |
30,288
+2,110
| +7% | +$100K | 0.01% | 963 |
|
|
2025
Q1 | $1.34M | Buy |
28,178
+5,839
| +26% | +$277K | 0.01% | 944 |
|
|
2024
Q4 | $1.04M | Buy |
22,339
+5,771
| +35% | +$268K | 0.01% | 1022 |
|
|
2024
Q3 | $805K | Buy |
16,568
+812
| +5% | +$39.5K | 0.01% | 1139 |
|
|
2024
Q2 | $734K | Buy |
15,756
+728
| +5% | +$33.9K | 0.01% | 1142 |
|
|
2024
Q1 | $707K | Sell |
15,028
-750
| -5% | -$35.3K | 0.01% | 891 |
|
|
2023
Q4 | $753K | Buy |
15,778
+833
| +6% | +$39.8K | 0.01% | 827 |
|
|
2023
Q3 | $677K | Buy |
14,945
+1,768
| +13% | +$80.1K | 0.01% | 820 |
|
|
2023
Q2 | $622K | Buy |
13,177
+2,796
| +27% | +$132K | 0.01% | 861 |
|
|
2023
Q1 | $499K | Buy |
+10,381
| New | +$499K | 0.01% | 915 |
|