JNBA Financial 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
2026 Q1	$3.64M	Buy	76,619 +2,999	+4%	+$144K	0.3%	49
2025 Q4	$3.52M	Buy	73,620 +6,064	+9%	+$292K	0.31%	48
2025 Q3	$3.24M	Buy	67,556 +1,327	+2%	+$63.1K	0.29%	47
2025 Q2	$3.15M	Buy	66,229 +1,353	+2%	+$63.5K	0.3%	49
2025 Q1	$3.08M	Buy	64,876 +6,627	+11%	+$311K	0.32%	47
2024 Q4	$2.71M	Buy	58,249 +19,669	+51%	+$929K	0.28%	49
2024 Q3	$1.87M	Buy	38,580 +10,817	+39%	+$518K	0.19%	60
2024 Q2	$1.29M	Sell	27,763 -9,875	-26%	-$458K	0.14%	79
2024 Q1	$1.77M	Sell	37,638 -8,055	-18%	-$379K	0.19%	71
2023 Q4	$2.18M	Buy	45,693 +2,016	+5%	+$92.3K	0.25%	64
2023 Q3	$1.98M	Buy	43,677 +6,991	+19%	+$324K	0.25%	62
2023 Q2	$1.73M	Sell	36,686 -1,601	-4%	-$76.3K	0.21%	69
2023 Q1	$1.84M	Buy	38,287 +3,499	+10%	+$167K	0.24%	66
2022 Q4	$1.63M	Buy	34,788 +4,694	+16%	+$219K	0.23%	68
2022 Q3	$1.4M	Buy	30,094 +4,529	+18%	+$221K	0.22%	73
2022 Q2	$1.25M	Buy	25,565 +6,069	+31%	+$300K	0.19%	77
2022 Q1	$1.01M	Buy	19,496 +3,137	+19%	+$166K	0.13%	90
2021 Q4	$903K	Buy	16,359 +386	+2%	+$21.2K	0.11%	101
2021 Q3	$881K	Buy	15,973 +3,514	+28%	+$196K	0.12%	97
2021 Q2	$689K	Sell	12,459 -199	-2%	-$10.9K	0.09%	103
2021 Q1	$693K	Buy	12,658 +6,433	+103%	+$357K	0.1%	102
2020 Q4	$352K	Buy	6,225 +2,043	+49%	+$115K	0.06%	132
2020 Q3	$236K	Hold	4,182	–	–	0.05%	143
2020 Q2	$236K	Buy	4,182 +3,440	+464%	+$193K	0.05%	141
2020 Q1	$41K	Buy	+742	New	+$40.4K	0.01%	238