Bluestem Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Buy |
138,303
+16,143
| +13% | +$767K | 2.82% | 7 |
|
|
2025
Q1 | $5.8M | Buy |
122,160
+2,609
| +2% | +$124K | 2.71% | 7 |
|
|
2024
Q4 | $5.55M | Buy |
119,551
+14,436
| +14% | +$670K | 2.61% | 7 |
|
|
2024
Q3 | $5.11M | Buy |
105,115
+41,756
| +66% | +$2.03M | 2.38% | 9 |
|
|
2024
Q2 | $2.95M | Buy |
63,359
+14,106
| +29% | +$657K | 1.49% | 15 |
|
|
2024
Q1 | $2.32M | Buy |
49,253
+10,521
| +27% | +$495K | 1.2% | 16 |
|
|
2023
Q4 | $1.85M | Buy |
38,732
+4,127
| +12% | +$197K | 1.08% | 17 |
|
|
2023
Q3 | $1.57M | Buy |
34,605
+1,554
| +5% | +$70.4K | 0.96% | 17 |
|
|
2023
Q2 | $1.56M | Buy |
33,051
+15,831
| +92% | +$747K | 0.94% | 17 |
|
|
2023
Q1 | $828K | Buy |
17,220
+62
| +0.4% | +$2.98K | 0.51% | 19 |
|
|
2022
Q4 | $802K | Buy |
17,158
+115
| +0.7% | +$5.38K | 0.53% | 19 |
|
|
2022
Q3 | $791K | Buy |
17,043
+9,551
| +127% | +$443K | 0.56% | 18 |
|
|
2022
Q2 | $367K | Buy |
+7,492
| New | +$367K | 0.26% | 22 |
|