Keystone Financial Services (Colorado)’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 | $224K | Sell |
4,718
-1,612
| -25% | -$76.6K | 0.08% | 102 |
|
|
2025
Q1 | $301K | Buy |
+6,330
| New | +$301K | 0.11% | 72 |
|
|
2024
Q1 | – | Sell |
-6,002
| Closed | -$287K | – | 87 |
|
|
2023
Q4 | $287K | Buy |
6,002
+434
| +8% | +$20.7K | 0.14% | 68 |
|
|
2023
Q3 | $252K | Buy |
5,568
+678
| +14% | +$30.7K | 0.13% | 65 |
|
|
2023
Q2 | $231K | Hold |
4,890
| – | – | 0.12% | 67 |
|
|
2023
Q1 | $235K | Buy |
+4,890
| New | +$235K | 0.13% | 65 |
|