Bigelow Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,839
| Closed | -$237K | – | 140 |
|
|
2022
Q2 | $237K | Sell |
4,839
-66
| -1% | -$3.23K | 0.13% | 131 |
|
|
2022
Q1 | $253K | Hold |
4,905
| – | – | 0.12% | 133 |
|
|
2021
Q4 | $271K | Sell |
4,905
-620
| -11% | -$34.3K | 0.12% | 128 |
|
|
2021
Q3 | $305K | Buy |
5,525
+317
| +6% | +$17.5K | 0.15% | 117 |
|
|
2021
Q2 | $288K | Hold |
5,208
| – | – | 0.14% | 121 |
|
|
2021
Q1 | $285K | Buy |
5,208
+436
| +9% | +$23.9K | 0.14% | 122 |
|
|
2020
Q4 | $270K | Buy |
4,772
+410
| +9% | +$23.2K | 0.14% | 127 |
|
|
2020
Q3 | $246K | Buy |
4,362
+162
| +4% | +$9.14K | 0.15% | 128 |
|
|
2020
Q2 | $238K | Buy |
+4,200
| New | +$238K | 0.15% | 126 |
|