Destination 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 | $18.4M | Buy |
387,844
+107,407
| +38% | +$5.11M | 0.54% | 62 |
|
|
2025
Q1 | $13.3M | Buy |
280,437
+2,006
| +0.7% | +$95.2K | 0.42% | 66 |
|
|
2024
Q4 | $12.9M | Buy |
278,431
+9,159
| +3% | +$425K | 0.4% | 66 |
|
|
2024
Q3 | $13.1M | Buy |
269,272
+3,174
| +1% | +$154K | 0.41% | 66 |
|
|
2024
Q2 | $12.4M | Buy |
266,098
+1,686
| +0.6% | +$78.6K | 0.41% | 66 |
|
|
2024
Q1 | $12.4M | Buy |
264,412
+35,051
| +15% | +$1.65M | 0.41% | 65 |
|
|
2023
Q4 | $10.9M | Sell |
229,361
-51,135
| -18% | -$2.44M | 0.38% | 66 |
|
|
2023
Q3 | $12.7M | Buy |
280,496
+8,617
| +3% | +$390K | 0.49% | 63 |
|
|
2023
Q2 | $12.8M | Buy |
271,879
+1,453
| +0.5% | +$68.5K | 0.48% | 63 |
|
|
2023
Q1 | $13M | Buy |
270,426
+30,411
| +13% | +$1.46M | 0.49% | 63 |
|
|
2022
Q4 | $11.2M | Sell |
240,015
-7,355
| -3% | -$344K | 0.45% | 63 |
|
|
2022
Q3 | $11.5M | Buy |
247,370
+43,012
| +21% | +$2M | 0.48% | 63 |
|
|
2022
Q2 | $10M | Buy |
+204,358
| New | +$10M | 0.4% | 66 |
|