Levy Wealth Management Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.36M | Buy |
|
|||||
|
2024
Q1 | $1.37M | Hold |
|
|||||
|
2023
Q4 | $1.37M | Buy |
|
|||||
|
2023
Q3 | $1.29M | Buy |
|
|||||
|
2023
Q2 | $1.15M | Buy |
|
|||||
|
2023
Q1 | $1M | Buy |
|
|||||
|
2022
Q4 | $750K | Buy |
|
|||||
|
2022
Q3 | $725K | Buy |
|
|||||
|
2022
Q2 | $650K | Sell |
|
|||||
|
2022
Q1 | $689K | Buy |
|
|||||
|
2021
Q4 | $427K | Buy |
|
|||||
|
2021
Q3 | $374K | Buy |
|
|||||
|
2021
Q2 | $299K | Buy |
|