Hart & Patterson Financial Group’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
2024 Q4	$1.46M	Buy	31,477 +2,190	+7%	+$102K	0.71%	37
2024 Q3	$1.42M	Sell	29,287 -32,343	-52%	-$1.57M	0.67%	36
2024 Q2	$2.87M	Sell	61,630 -3,443	-5%	-$160K	1.42%	25
2024 Q1	$3.06M	Sell	65,073 -13,406	-17%	-$631K	1.52%	24
2023 Q4	$3.75M	Buy	+78,479	New	+$3.75M	1.95%	15