Cardinal Point Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29M	Buy	27,138 +3,279	+14%	+$157K	0.08%	107
2025 Q4	$1.14M	Sell	23,859 -1,255	-5%	-$60.3K	0.07%	111
2025 Q3	$1.21M	Buy	25,114 +1,964	+8%	+$93.4K	0.08%	104
2025 Q2	$1.1M	Buy	23,150 +4,770	+26%	+$224K	0.09%	101
2025 Q1	$873K	Buy	18,380 +315	+2%	+$14.8K	0.08%	90
2024 Q4	$839K	Buy	18,065 +1,780	+11%	+$84.1K	0.13%	38
2024 Q3	$791K	Buy	16,285 +2,650	+19%	+$127K	0.13%	39
2024 Q2	$636K	Sell	13,635 -1,200	-8%	-$55.6K	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%	+$10.5K	0.22%	34
2023 Q1	$725K	Sell	15,095 -1,615	-10%	-$76.9K	0.22%	42
2022 Q4	$781K	Buy	+16,710	New	+$779K	0.27%	33