Global Retirement Partners’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 Q4	$360K	Buy	7,515 +2,829	+60%	+$136K	0.01%	1136
2025 Q3	$225K	Sell	4,686 -643	-12%	-$30.6K	0.01%	1108
2025 Q2	$253K	Buy	+5,329	New	+$250K	0.01%	975
2024 Q4	$238K	Buy	5,129 +36	+0.7%	+$1.7K	0.01%	877
2024 Q3	$247K	Buy	5,093 +3,543	+229%	+$170K	0.01%	839
2024 Q2	$72.2K	Sell	1,550 -494	-24%	-$22.9K	﹤0.01%	1347
2024 Q1	$96.2K	Buy	2,044 +606	+42%	+$28.5K	﹤0.01%	1105
2023 Q4	$68.1K	Buy	1,438 +31	+2%	+$1.42K	﹤0.01%	1220
2023 Q3	$63K	Sell	1,407 -59	-4%	-$2.74K	﹤0.01%	1158
2023 Q2	$69.2K	Hold	1,466	–	–	﹤0.01%	1113
2023 Q1	$70.7K	Sell	1,466 -455	-24%	-$21.7K	﹤0.01%	1076
2022 Q4	$89.8K	Buy	1,921 +48	+3%	+$2.24K	0.01%	848
2022 Q3	$86K	Sell	1,873 -142	-7%	-$6.92K	0.01%	831
2022 Q2	$99K	Sell	2,015 -24	-1%	-$1.19K	0.01%	747
2022 Q1	$102K	Buy	+2,039	New	+$108K	0.01%	749
2021 Q4	–	Sell	-80	Closed	-$4K	–	617
2021 Q3	$4K	Buy	+80	New	+$4.45K	﹤0.01%	1671