Cardinal Point Wealth Management Partners’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
2023
Q1
$725K Sell
2022
Q4
$781K Buy
2022
Q3
$229K Sell
2022
Q2
$257K Sell
2022
Q1
$292K Hold
2021
Q4
$312K Buy