CTWM
Cherry Tree Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809 | Hold |
17
| – | – | ﹤0.01% | 564 |
|
|
2025
Q1 | $808 | Hold |
17
| – | – | ﹤0.01% | 700 |
|
|
2024
Q4 | $790 | Hold |
17
| – | – | ﹤0.01% | 591 |
|
|
2024
Q3 | $827 | Hold |
17
| – | – | ﹤0.01% | 570 |
|
|
2024
Q2 | $793 | Hold |
17
| – | – | ﹤0.01% | 554 |
|
|
2024
Q1 | $801 | Hold |
17
| – | – | ﹤0.01% | 558 |
|
|
2023
Q4 | $812 | Hold |
17
| – | – | ﹤0.01% | 552 |
|
|
2023
Q3 | $771 | Hold |
17
| – | – | ﹤0.01% | 543 |
|
|
2023
Q2 | $802 | Buy |
+17
| New | +$802 | ﹤0.01% | 547 |
|