JFS Wealth Advisors’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
$239K Sell
2025
Q2
$253K Buy
2025
Q1
$250K Buy
2024
Q4
$190K Buy
2024
Q3
$178K Sell
2024
Q2
$176K Sell
2024
Q1
$182K Sell
2023
Q4
$190K Buy