LRIA
Leonard Rickey Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Sell |
17,247
-1,540
| -8% | -$73.2K | 0.16% | 51 |
|
|
2025
Q1 | $879K | Sell |
18,787
-82
| -0.4% | -$3.84K | 0.19% | 44 |
|
|
2024
Q4 | $876K | Buy |
18,869
+121
| +0.6% | +$5.62K | 0.2% | 44 |
|
|
2024
Q3 | $911K | Sell |
18,748
-198
| -1% | -$9.62K | 0.21% | 43 |
|
|
2024
Q2 | $883K | Buy |
+18,946
| New | +$883K | 0.21% | 42 |
|