LifePlan Investment Advisors’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 | $963K | Buy |
20,253
+1,383
| +7% | +$65.7K | 0.48% | 57 |
|
|
2025
Q1 | $896K | Buy |
18,870
+7,160
| +61% | +$340K | 0.52% | 53 |
|
|
2024
Q4 | $544K | Buy |
11,710
+4,354
| +59% | +$202K | 0.34% | 60 |
|
|
2024
Q3 | $357K | Sell |
7,356
-194
| -3% | -$9.43K | 0.23% | 68 |
|
|
2024
Q2 | $352K | Buy |
7,550
+262
| +4% | +$12.2K | 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% | +$14.8K | 0.37% | 47 |
|
|
2023
Q3 | $371K | Buy |
8,199
+939
| +13% | +$42.5K | 0.39% | 42 |
|
|
2023
Q2 | $342K | Buy |
+7,260
| New | +$342K | 0.38% | 41 |
|