Goodwin Investment Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-3,076
| Closed | -$139K | – | 71 |
|
2023
Q3 | $139K | Sell |
3,076
-1,190
| -28% | -$53.9K | 0.08% | 50 |
|
2023
Q2 | $201K | Sell |
4,266
-1,382
| -24% | -$65.2K | 0.12% | 45 |
|
2023
Q1 | $271K | Buy |
5,648
+4,840
| +599% | +$233K | 0.18% | 42 |
|
2022
Q4 | $37.8K | Sell |
808
-983
| -55% | -$45.9K | 0.03% | 97 |
|
2022
Q3 | $83K | Buy |
1,791
+1,506
| +528% | +$69.8K | 0.06% | 65 |
|
2022
Q2 | $13.9K | Sell |
285
-3,347
| -92% | -$164K | 0.01% | 110 |
|
2022
Q1 | $188K | Buy |
3,632
+177
| +5% | +$9.16K | 0.13% | 46 |
|
2021
Q4 | $190K | Buy |
+3,455
| New | +$190K | 0.14% | 41 |
|