Horst & Graben Wealth Management’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
2026 Q1	$4.23M	Buy	88,885 +3,828	+5%	+$183K	0.58%	34
2025 Q4	$4.07M	Buy	85,057 +206	+0.2%	+$9.9K	0.61%	33
2025 Q3	$4.08M	Sell	84,851 -2,154	-2%	-$102K	0.62%	34
2025 Q2	$4.14M	Sell	87,005 -1,250	-1%	-$58.7K	0.68%	31
2025 Q1	$4.19M	Buy	88,255 +24,643	+39%	+$1.16M	0.75%	27
2024 Q4	$2.95M	Buy	63,612 +3,013	+5%	+$142K	0.53%	32
2024 Q3	$2.94M	Buy	60,599 +541	+0.9%	+$25.9K	0.53%	31
2024 Q2	$2.8M	Sell	60,058 -6,116	-9%	-$284K	0.53%	32
2024 Q1	$3.11M	Buy	66,174 +7,030	+12%	+$331K	0.63%	28
2023 Q4	$2.82M	Buy	59,144 +396	+0.7%	+$18.1K	0.62%	32
2023 Q3	$2.66M	Buy	58,748 +6,597	+13%	+$306K	0.65%	26
2023 Q2	$2.46M	Buy	52,151 +9,281	+22%	+$442K	0.59%	26
2023 Q1	$2.06M	Buy	+42,870	New	+$2.04M	0.51%	30
2020 Q4	–	Sell	-8,426	Closed	-$476K	–	114
2020 Q3	$476K	Buy	+8,426	New	+$478K	0.18%	62