Coppell Advisory Solutions’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
Q1 | – | Sell |
-549
| Closed | -$25.5K | – | 750 |
|
|
2024
Q4 | $25.5K | Buy |
549
+257
| +88% | +$12K | ﹤0.01% | 784 |
|
|
2024
Q3 | $14.2K | Hold |
292
| – | – | ﹤0.01% | 982 |
|
|
2024
Q2 | $13.6K | Buy |
+292
| New | +$13.6K | ﹤0.01% | 916 |
|
|
2023
Q4 | $14.9K | Sell |
313
-436
| -58% | -$20.8K | ﹤0.01% | 826 |
|
|
2023
Q3 | $35K | Buy |
749
+489
| +188% | +$22.9K | 0.01% | 408 |
|
|
2023
Q2 | $12.2K | Buy |
+260
| New | +$12.2K | ﹤0.01% | 647 |
|
|
2023
Q1 | – | Sell |
-749
| Closed | -$35K | – | 443 |
|
|
2022
Q4 | $35K | Buy |
+749
| New | +$35K | 0.01% | 411 |
|