JAA
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Joel Adams & Associates’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Joel Adams & Associates’s Portfolio EAGG Stock Details EAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.62M Buy
202,298
+263
+0.1% +$12.5K 8.51% 3
2025
Q1 		$9.59M Sell
202,035
-1,436
-0.7% -$68.2K 8.63% 4
2024
Q4 		$9.45M Buy
+203,471
New +$9.45M 8.58% 4