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