Horizons Wealth Management’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 | $140K | Hold |
2,944
| – | – | 0.1% | 69 |
|
|
2025
Q1 | $140K | Hold |
2,944
| – | – | 0.1% | 68 |
|
|
2024
Q4 | $137K | Hold |
2,944
| – | – | 0.1% | 66 |
|
|
2024
Q3 | $143K | Hold |
2,944
| – | – | 0.11% | 71 |
|
|
2024
Q2 | $139K | Sell |
2,944
-1,278
| -30% | -$60.1K | 0.11% | 72 |
|
|
2024
Q1 | $202K | Hold |
4,222
| – | – | 0.13% | 60 |
|
|
2023
Q4 | $202K | Buy |
4,222
+577
| +16% | +$27.5K | 0.13% | 60 |
|
|
2023
Q3 | $165K | Sell |
3,645
-3
| -0.1% | -$136 | 0.12% | 66 |
|
|
2023
Q2 | $172K | Sell |
3,648
-58
| -2% | -$2.74K | 0.12% | 67 |
|
|
2023
Q1 | $178K | Buy |
3,706
+18
| +0.5% | +$865 | 0.13% | 62 |
|
|
2022
Q4 | $173K | Sell |
3,688
-832
| -18% | -$39K | 0.14% | 63 |
|
|
2022
Q3 | $210K | Sell |
4,520
-6
| -0.1% | -$279 | 0.19% | 49 |
|
|
2022
Q2 | $224K | Buy |
+4,526
| New | +$224K | 0.18% | 52 |
|