Heritage Wealth Management (Arizona)’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
2024
Q2
Sell
2024
Q1
$233K Buy
2023
Q4
$225K Buy
2022
Q4
$1.3M Buy
2022
Q3
$652K Sell
2022
Q2
$744K Sell
2022
Q1
$908K Buy
2021
Q3
$663K Buy
2021
Q2
$541K Buy
2021
Q1
$443K Buy