Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,851
| Closed | -$89K | – | 1320 |
|
|
2023
Q1 | $89K | Buy |
1,851
+198
| +12% | +$9.52K | ﹤0.01% | 1376 |
|
|
2022
Q4 | $77.3K | Buy |
+1,653
| New | +$77.3K | ﹤0.01% | 1381 |
|
|
2022
Q2 | – | Sell |
-2,500
| Closed | -$129K | – | 1169 |
|
|
2022
Q1 | $129K | Sell |
2,500
-122
| -5% | -$6.3K | 0.01% | 1097 |
|
|
2021
Q4 | $145K | Buy |
+2,622
| New | +$145K | 0.01% | 1028 |
|