Horst & Graben 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 | $4.14M | Sell |
87,005
-1,250
| -1% | -$59.4K | 0.68% | 31 |
|
|
2025
Q1 | $4.19M | Buy |
88,255
+24,643
| +39% | +$1.17M | 0.75% | 27 |
|
|
2024
Q4 | $2.95M | Buy |
63,612
+3,013
| +5% | +$140K | 0.53% | 32 |
|
|
2024
Q3 | $2.94M | Buy |
60,599
+541
| +0.9% | +$26.3K | 0.53% | 31 |
|
|
2024
Q2 | $2.8M | Sell |
60,058
-6,116
| -9% | -$285K | 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% | +$18.9K | 0.62% | 32 |
|
|
2023
Q3 | $2.66M | Buy |
58,748
+6,597
| +13% | +$299K | 0.65% | 26 |
|
|
2023
Q2 | $2.46M | Buy |
52,151
+9,281
| +22% | +$438K | 0.59% | 26 |
|
|
2023
Q1 | $2.06M | Buy |
+42,870
| New | +$2.06M | 0.51% | 30 |
|
|
2020
Q4 | – | Sell |
-8,426
| Closed | -$476K | – | 114 |
|
|
2020
Q3 | $476K | Buy |
+8,426
| New | +$476K | 0.18% | 62 |
|