Destination Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.6M	Buy	455,014 +20,339	+5%	+$975K	0.56%	61
2025 Q4	$20.8M	Buy	434,675 +13,752	+3%	+$661K	0.54%	60
2025 Q3	$20.2M	Buy	420,923 +33,079	+9%	+$1.57M	0.56%	60
2025 Q2	$18.4M	Buy	387,844 +107,407	+38%	+$5.04M	0.54%	62
2025 Q1	$13.3M	Buy	280,437 +2,006	+0.7%	+$94K	0.42%	66
2024 Q4	$12.9M	Buy	278,431 +9,159	+3%	+$433K	0.4%	66
2024 Q3	$13.1M	Buy	269,272 +3,174	+1%	+$152K	0.41%	66
2024 Q2	$12.4M	Buy	266,098 +1,686	+0.6%	+$78.2K	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%	-$2.34M	0.38%	66
2023 Q3	$12.7M	Buy	280,496 +8,617	+3%	+$400K	0.49%	63
2023 Q2	$12.8M	Buy	271,879 +1,453	+0.5%	+$69.2K	0.48%	63
2023 Q1	$13M	Buy	270,426 +30,411	+13%	+$1.45M	0.49%	63
2022 Q4	$11.2M	Sell	240,015 -7,355	-3%	-$343K	0.45%	63
2022 Q3	$11.5M	Buy	247,370 +43,012	+21%	+$2.1M	0.48%	63
2022 Q2	$10M	Buy	+204,358	New	+$10.1M	0.4%	66