BWM
Benchmark 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 | $555K | Hold |
11,684
| – | – | 0.25% | 43 |
|
|
2025
Q1 | $555K | Buy |
11,684
+57
| +0.5% | +$2.71K | 0.27% | 40 |
|
|
2024
Q4 | $540K | Buy |
11,627
+448
| +4% | +$20.8K | 0.27% | 32 |
|
|
2024
Q3 | $543K | Buy |
11,179
+101
| +0.9% | +$4.91K | 0.27% | 33 |
|
|
2024
Q2 | $516K | Buy |
11,078
+963
| +10% | +$44.9K | 0.28% | 32 |
|
|
2024
Q1 | $476K | Hold |
10,115
| – | – | 0.26% | 32 |
|
|
2023
Q4 | $483K | Buy |
10,115
+466
| +5% | +$22.2K | 0.29% | 32 |
|
|
2023
Q3 | $437K | Buy |
9,649
+458
| +5% | +$20.7K | 0.28% | 33 |
|
|
2023
Q2 | $434K | Sell |
9,191
-5,162
| -36% | -$243K | 0.26% | 33 |
|
|
2023
Q1 | $688K | Buy |
14,353
+5,654
| +65% | +$271K | 0.44% | 26 |
|
|
2022
Q4 | $407K | Buy |
+8,699
| New | +$407K | 0.29% | 34 |
|