Elwood & Goetz Wealth Advisory Group’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
2024
Q2
Sell
-31,058
Closed -$1.46M 84
2024
Q1
$1.46M Sell
31,058
-21,233
-41% -$999K 0.35% 32
2023
Q4
$2.5M Buy
52,291
+2,761
+6% +$126K 0.53% 26
2023
Q3
$2.24M Buy
49,530
+2,573
+5% +$119K 0.52% 26
2023
Q2
$2.21M Sell
46,957
-1,282
-3% -$61.1K 0.5% 26
2023
Q1
$2.32M Buy
48,239
+9,417
+24% +$449K 0.55% 26
2022
Q4
$1.81M Buy
38,822
+1,601
+4% +$74.6K 0.55% 26
2022
Q3
$1.73M Sell
37,221
-2,140
-5% -$104K 0.58% 27
2022
Q2
$1.93M Sell
39,361
-84,889
-68% -$4.2M 0.64% 25
2022
Q1
$6.42M Buy
124,250
+75,272
+154% +$3.99M 1.99% 15
2021
Q4
$2.7M Buy
48,978
+12,044
+33% +$663K 0.84% 17
2021
Q3
$2.04M Sell
36,934
-2,281
-6% -$127K 0.7% 18
2021
Q2
$2.17M Buy
39,215
+10,203
+35% +$560K 0.82% 16
2021
Q1
$1.59M Buy
29,012
+17,240
+146% +$956K 0.66% 16
2020
Q4
$666K Buy
11,772
+6,033
+105% +$340K 0.3% 20
2020
Q3
$324K Buy
5,739
+675
+13% +$38.3K 0.17% 31
2020
Q2
$286K Buy
5,064
+1,403
+38% +$78.6K 0.17% 30
2020
Q1
$203K Buy
+3,661
New +$200K 0.15% 31

Other funds holding EAGG

Elwood & Goetz Wealth Advisory Group's EAGG Position: Q2 2024 in Review

Elwood & Goetz Wealth Advisory Group sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2024, closing a stake of 31,058 shares — an estimated $1.46M sold.

Elwood & Goetz Wealth Advisory Group first reported a position in EAGG in Q1 2020 and held it in 17 quarters. The position peaked at $6.42M in Q1 2022. 364 funds tracked by Wall St. Rank hold EAGG as of Q2 2024.

  • Elwood & Goetz Wealth Advisory Group reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 31,058 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2024, an estimated $1.46M.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and held it in 17 quarters.
  • Elwood & Goetz Wealth Advisory Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $6.42M in Q1 2022.
  • 364 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2024.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2024, filed 30 Jul 2024.