Carson Wealth (CWM LLC)’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 | $25.3M | Buy |
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|
2025
Q4 | $23.5M | Buy |
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|
2025
Q3 | $22.6M | Sell |
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|
2025
Q2 | $23.9M | Buy |
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|
2025
Q1 | $18.1M | Buy |
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|
2024
Q4 | $15.7M | Sell |
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|
2024
Q3 | $24.1M | Sell |
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|
2024
Q2 | $28.4M | Sell |
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|
2024
Q1 | $31.4M | Buy |
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|
2023
Q4 | $26.5M | Sell |
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|
2023
Q3 | $26.5M | Buy |
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|
2023
Q2 | $8.55M | Sell |
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|
2023
Q1 | $8.88M | Buy |
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|
2022
Q4 | $8.36M | Sell |
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|
2022
Q3 | $10.1M | Sell |
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|
2022
Q2 | $11.5M | Sell |
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|
2022
Q1 | $14.3M | Sell |
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|
2021
Q4 | $17.2M | Buy |
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|
2021
Q2 | $17.6M | Hold |
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|
2021
Q1 | $17.6M | Hold |
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|
2020
Q4 | $17.6M | Hold |
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|
2020
Q3 | $17.6M | Hold |
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|
2020
Q2 | $17.6M | Hold |
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|
2020
Q1 | $17.6M | Hold |
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|
2019
Q4 | $17.6M | Hold |
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|
2019
Q3 | $17.6M | Hold |
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|
2019
Q2 | $17.6M | Hold |
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|
2019
Q1 | $17.6M | Buy |
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