Diversified Portfolios Inc’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	$276K	Sell	5,814 -1,394	-19%	-$66.8K	0.02%	155
2025 Q4	$345K	Sell	7,208 -310	-4%	-$14.9K	0.03%	142
2025 Q3	$361K	Sell	7,518 -283	-4%	-$13.5K	0.03%	136
2025 Q2	$371K	Sell	7,801 -382	-5%	-$17.9K	0.04%	132
2025 Q1	$389K	Sell	8,183 -720	-8%	-$33.7K	0.04%	116
2024 Q4	$413K	Sell	8,903 -3,425	-28%	-$162K	0.05%	115
2024 Q3	$599K	Sell	12,328 -956	-7%	-$45.8K	0.07%	100
2024 Q2	$619K	Buy	13,284 +434	+3%	+$20.1K	0.08%	94
2024 Q1	$605K	Sell	12,850 -3,243	-20%	-$153K	0.09%	89
2023 Q4	$768K	Buy	16,093 +566	+4%	+$25.9K	0.12%	74
2023 Q3	$703K	Sell	15,527 -504	-3%	-$23.4K	0.13%	72
2023 Q2	$756K	Buy	16,031 +576	+4%	+$27.4K	0.15%	68
2023 Q1	$743K	Buy	15,455 +1,952	+14%	+$93K	0.17%	70
2022 Q4	$631K	Buy	13,503 +4,596	+52%	+$214K	0.14%	77
2022 Q3	$414K	Buy	+8,907	New	+$434K	0.11%	90