CFS Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,592
| Closed | -$208K | – | 153 |
|
|
2023
Q3 | $208K | Buy |
+4,592
| New | +$208K | 0.03% | 159 |
|
|
2022
Q4 | – | Sell |
-55,682
| Closed | -$1K | – | 161 |
|
|
2022
Q3 | $1K | Buy |
55,682
+50,378
| +950% | +$905 | ﹤0.01% | 184 |
|
|
2022
Q2 | $260K | Sell |
5,304
-101,642
| -95% | -$4.98M | 0.04% | 191 |
|
|
2022
Q1 | $2K | Buy |
+106,946
| New | +$2K | 0.01% | 275 |
|
|
2020
Q4 | $265K | Buy |
+4,695
| New | +$265K | 0.04% | 164 |
|