Kestra Private Wealth Services’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
$228K Sell
4,793
-7
-0.1% -$333 ﹤0.01% 1439
2025
Q1
$228K Sell
4,800
-1,645
-26% -$78.1K ﹤0.01% 1323
2024
Q4
$299K Buy
6,445
+1,620
+34% +$75.2K 0.01% 1131
2024
Q3
$234K Buy
4,825
+103
+2% +$5.01K ﹤0.01% 1194
2024
Q2
$220K Buy
4,722
+62
+1% +$2.89K ﹤0.01% 1193
2024
Q1
$219K Buy
4,660
+101
+2% +$4.75K ﹤0.01% 1140
2023
Q4
$218K Buy
+4,559
New +$218K 0.01% 1080