Congress Wealth Management’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 | $1.77M | Buy |
37,146
+9,032
| +32% | +$429K | 0.02% | 581 |
|
|
2025
Q1 | $1.33M | Buy |
28,114
+4,601
| +20% | +$218K | 0.02% | 564 |
|
|
2024
Q4 | $1.09M | Sell |
23,513
-711
| -3% | -$33K | 0.02% | 504 |
|
|
2024
Q3 | $1.18M | Buy |
24,224
+335
| +1% | +$16.3K | 0.02% | 495 |
|
|
2024
Q2 | $1.11M | Buy |
23,889
+610
| +3% | +$28.4K | 0.02% | 413 |
|
|
2024
Q1 | $1.1M | Sell |
23,279
-2,049
| -8% | -$96.4K | 0.02% | 368 |
|
|
2023
Q4 | $1.21M | Buy |
+25,328
| New | +$1.21M | 0.02% | 374 |
|
|
2023
Q3 | – | Sell |
-17,572
| Closed | -$829K | – | 605 |
|
|
2023
Q2 | $829K | Buy |
+17,572
| New | +$829K | 0.02% | 358 |
|