Cardinal Point Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
23,150
+4,770
| +26% | +$227K | 0.09% | 101 |
|
|
2025
Q1 | $873K | Buy |
18,380
+315
| +2% | +$15K | 0.08% | 90 |
|
|
2024
Q4 | $839K | Buy |
18,065
+1,780
| +11% | +$82.7K | 0.13% | 38 |
|
|
2024
Q3 | $791K | Buy |
16,285
+2,650
| +19% | +$129K | 0.13% | 39 |
|
|
2024
Q2 | $636K | Sell |
13,635
-1,200
| -8% | -$55.9K | 0.11% | 42 |
|
|
2024
Q1 | $698K | Sell |
14,835
-480
| -3% | -$22.6K | 0.13% | 32 |
|
|
2023
Q4 | $731K | Hold |
15,315
| – | – | 0.18% | 29 |
|
|
2023
Q3 | $694K | Hold |
15,315
| – | – | 0.18% | 32 |
|
|
2023
Q2 | $722K | Buy |
15,315
+220
| +1% | +$10.4K | 0.22% | 34 |
|
|
2023
Q1 | $725K | Sell |
15,095
-1,615
| -10% | -$77.6K | 0.22% | 42 |
|
|
2022
Q4 | $781K | Buy |
+16,710
| New | +$781K | 0.27% | 33 |
|