Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $230K | Sell |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $386K | Buy |
|
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|
2024
Q3 | $399K | Buy |
|
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $637K | Buy |
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|
2023
Q4 | $609K | Sell |
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|
2023
Q3 | $655K | Sell |
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|
2023
Q2 | $713K | Buy |
|
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|
2023
Q1 | $657K | Buy |
|
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|
2022
Q4 | $568K | Buy |
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|
2022
Q3 | $561K | Sell |
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|
2022
Q2 | $667K | Buy |
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|
2022
Q1 | $629K | Buy |
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|
2021
Q4 | $579K | Buy |
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