Focus Partners Wealth’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
28,615
+1,121
+4% +$53.3K ﹤0.01% 1016
2025
Q1
$1.31M Sell
27,494
-5,333
-16% -$253K ﹤0.01% 973
2024
Q4
$1.52M Buy
32,827
+24,660
+302% +$1.15M ﹤0.01% 913
2024
Q3
$397K Sell
8,167
-19,785
-71% -$961K ﹤0.01% 1208
2024
Q2
$1.3M Sell
27,952
-1,826
-6% -$85.1K ﹤0.01% 739
2024
Q1
$1.4M Sell
29,778
-12,158
-29% -$572K 0.01% 543
2023
Q4
$2M Buy
+41,936
New +$2M 0.03% 354