IFWM
Institute for Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
4,829
-117
| -2% | -$5.56K | 0.03% | 505 |
|
|
2025
Q1 | $235K | Sell |
4,946
-3,374
| -41% | -$160K | 0.03% | 474 |
|
|
2024
Q4 | $386K | Buy |
8,320
+107
| +1% | +$4.97K | 0.05% | 343 |
|
|
2024
Q3 | $399K | Buy |
8,213
+80
| +1% | +$3.89K | 0.05% | 347 |
|
|
2024
Q2 | $379K | Sell |
8,133
-5,398
| -40% | -$252K | 0.05% | 339 |
|
|
2024
Q1 | $637K | Buy |
13,531
+768
| +6% | +$36.1K | 0.08% | 238 |
|
|
2023
Q4 | $609K | Sell |
12,763
-1,690
| -12% | -$80.7K | 0.1% | 229 |
|
|
2023
Q3 | $655K | Sell |
14,453
-658
| -4% | -$29.8K | 0.12% | 204 |
|
|
2023
Q2 | $713K | Buy |
15,111
+1,448
| +11% | +$68.3K | 0.12% | 195 |
|
|
2023
Q1 | $657K | Buy |
13,663
+1,506
| +12% | +$72.4K | 0.13% | 200 |
|
|
2022
Q4 | $568K | Buy |
12,157
+81
| +0.7% | +$3.79K | 0.12% | 232 |
|
|
2022
Q3 | $561K | Sell |
12,076
-1,550
| -11% | -$72K | 0.13% | 215 |
|
|
2022
Q2 | $667K | Buy |
13,626
+1,437
| +12% | +$70.3K | 0.13% | 192 |
|
|
2022
Q1 | $629K | Buy |
12,189
+1,694
| +16% | +$87.4K | 0.1% | 240 |
|
|
2021
Q4 | $579K | Buy |
+10,495
| New | +$579K | 0.09% | 256 |
|