LNWWM
Laird Norton Wetherby Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-49,585
| Closed | -$2.41M | – | 912 |
|
|
2024
Q3 | $2.41M | Hold |
49,585
| – | – | 0.11% | 186 |
|
|
2024
Q2 | $2.31M | Hold |
49,585
| – | – | 0.11% | 187 |
|
|
2024
Q1 | $2.33M | Hold |
49,585
| – | – | 0.11% | 191 |
|
|
2023
Q4 | $2.37M | Hold |
49,585
| – | – | 0.12% | 169 |
|
|
2023
Q3 | $2.25M | Hold |
49,585
| – | – | 0.13% | 156 |
|
|
2023
Q2 | $2.34M | Sell |
49,585
-500
| -1% | -$23.6K | 0.13% | 160 |
|
|
2023
Q1 | $2.41M | Sell |
50,085
-2,126
| -4% | -$102K | 0.14% | 142 |
|
|
2022
Q4 | $2.44M | Hold |
52,211
| – | – | 0.16% | 142 |
|
|
2022
Q3 | $2.43M | Buy |
52,211
+28,740
| +122% | +$1.33M | 0.17% | 114 |
|
|
2022
Q2 | $1.15M | Buy |
23,471
+12,318
| +110% | +$603K | 0.08% | 263 |
|
|
2022
Q1 | $576K | Buy |
+11,153
| New | +$576K | 0.03% | 477 |
|