LifePlan Investment Advisors’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
2026 Q1	$1.08M	Buy	22,757 +2,506	+12%	+$120K	0.43%	63
2025 Q4	$969K	Buy	20,251 +129	+0.6%	+$6.2K	0.39%	62
2025 Q3	$966K	Sell	20,122 -131	-0.6%	-$6.23K	0.41%	59
2025 Q2	$963K	Buy	20,253 +1,383	+7%	+$65K	0.48%	57
2025 Q1	$896K	Buy	18,870 +7,160	+61%	+$336K	0.52%	53
2024 Q4	$544K	Buy	11,710 +4,354	+59%	+$206K	0.34%	60
2024 Q3	$357K	Sell	7,356 -194	-3%	-$9.29K	0.23%	68
2024 Q2	$352K	Buy	7,550 +262	+4%	+$12.1K	0.25%	67
2024 Q1	$343K	Sell	7,288 -1,220	-14%	-$57.4K	0.27%	60
2023 Q4	$406K	Buy	8,508 +309	+4%	+$14.1K	0.37%	47
2023 Q3	$371K	Buy	8,199 +939	+13%	+$43.6K	0.39%	42
2023 Q2	$342K	Buy	+7,260	New	+$346K	0.38%	41