EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
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|
2025
Q1 | $2.53M | Sell |
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|
2024
Q4 | $2.63M | Sell |
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|
2024
Q3 | $2.82M | Buy |
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|
2024
Q2 | $2.65M | Sell |
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|
2024
Q1 | $4.22M | Sell |
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|
2023
Q4 | $4.45M | Buy |
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|
2023
Q3 | $929K | Buy |
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|
2023
Q2 | $761K | Buy |
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|
2023
Q1 | $234K | Sell |
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|
2022
Q4 | $878K | Buy |
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|
2022
Q3 | $591K | Sell |
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|
2022
Q2 | $3.48M | Sell |
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|
2022
Q1 | $4.45M | Buy |
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|
2021
Q4 | $208K | Buy |
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