Highland Financial Advisors’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 | $799K | Buy |
16,816
+9,915
| +144% | +$471K | 0.26% | 33 |
|
|
2025
Q1 | $328K | Buy |
6,901
+512
| +8% | +$24.3K | 0.12% | 42 |
|
|
2024
Q4 | $297K | Buy |
6,389
+78
| +1% | +$3.63K | 0.1% | 41 |
|
|
2024
Q3 | $307K | Buy |
6,311
+916
| +17% | +$44.6K | 0.11% | 38 |
|
|
2024
Q2 | $251K | Buy |
5,395
+215
| +4% | +$10K | 0.09% | 46 |
|
|
2024
Q1 | $244K | Buy |
+5,180
| New | +$244K | 0.1% | 53 |
|