Falcon Wealth Planning’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
Q3 | $962K | Buy |
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|
2025
Q2 | $686K | Buy |
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|
2025
Q1 | $526K | Sell |
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|
2024
Q4 | $578K | Buy |
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|
2024
Q3 | $557K | Buy |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $436K | Buy |
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|
2023
Q2 | $408K | Buy |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $237K | Buy |
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