BerganKDV Wealth 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 |
-54
| Closed | -$2.6K | – | 925 |
|
|
2023
Q1 | $2.6K | Buy |
+54
| New | +$2.6K | ﹤0.01% | 795 |
|
|
2022
Q2 | – | Sell |
-12
| Closed | -$1K | – | 989 |
|
|
2022
Q1 | $1K | Sell |
12
-2,294
| -99% | -$191K | ﹤0.01% | 913 |
|
|
2021
Q4 | $127K | Hold |
2,306
| – | – | 0.01% | 306 |
|
|
2021
Q3 | $127K | Hold |
2,306
| – | – | 0.01% | 295 |
|
|
2021
Q2 | $128K | Hold |
2,306
| – | – | 0.02% | 289 |
|
|
2021
Q1 | $126K | Hold |
2,306
| – | – | 0.02% | 275 |
|
|
2020
Q4 | $130K | Hold |
2,306
| – | – | 0.02% | 256 |
|
|
2020
Q3 | $130K | Buy |
+2,306
| New | +$130K | 0.02% | 243 |
|