JFS Wealth Advisors’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 | $253K | Buy |
5,316
+49
| +0.9% | +$2.33K | 0.02% | 278 |
|
|
2025
Q1 | $250K | Buy |
5,267
+1,177
| +29% | +$55.9K | 0.02% | 280 |
|
|
2024
Q4 | $190K | Buy |
4,090
+432
| +12% | +$20.1K | 0.01% | 295 |
|
|
2024
Q3 | $178K | Sell |
3,658
-125
| -3% | -$6.07K | 0.01% | 299 |
|
|
2024
Q2 | $176K | Sell |
3,783
-74
| -2% | -$3.45K | 0.01% | 253 |
|
|
2024
Q1 | $182K | Sell |
3,857
-117
| -3% | -$5.51K | 0.01% | 250 |
|
|
2023
Q4 | $190K | Buy |
+3,974
| New | +$190K | 0.02% | 242 |
|