Colton Groome Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
5,690
+175
| +3% | +$8.32K | 0.09% | 113 |
|
|
2025
Q1 | $262K | Buy |
5,515
+20
| +0.4% | +$949 | 0.1% | 106 |
|
|
2024
Q4 | $255K | Buy |
5,495
+40
| +0.7% | +$1.86K | 0.1% | 106 |
|
|
2024
Q3 | $265K | Buy |
5,455
+295
| +6% | +$14.3K | 0.1% | 111 |
|
|
2024
Q2 | $241K | Buy |
5,160
+300
| +6% | +$14K | 0.09% | 108 |
|
|
2024
Q1 | $229K | Buy |
+4,860
| New | +$229K | 0.09% | 110 |
|