LGWM
Litman Gregory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
7,736
+596
| +8% | +$28.3K | 0.03% | 107 |
|
|
2025
Q1 | $339K | Sell |
7,140
-1,303
| -15% | -$61.9K | 0.03% | 110 |
|
|
2024
Q4 | $392K | Sell |
8,443
-2,476
| -23% | -$115K | 0.03% | 98 |
|
|
2024
Q3 | $531K | Buy |
10,919
+1,073
| +11% | +$52.1K | 0.04% | 84 |
|
|
2024
Q2 | $459K | Buy |
9,846
+706
| +8% | +$32.9K | 0.04% | 89 |
|
|
2024
Q1 | $430K | Buy |
9,140
+363
| +4% | +$17.1K | 0.04% | 89 |
|
|
2023
Q4 | $419K | Buy |
8,777
+3,793
| +76% | +$181K | 0.04% | 91 |
|
|
2023
Q3 | $226K | Buy |
4,984
+175
| +4% | +$7.93K | 0.02% | 115 |
|
|
2023
Q2 | $227K | Buy |
+4,809
| New | +$227K | 0.03% | 79 |
|
|
2022
Q4 | – | Sell |
-6,535
| Closed | -$303K | – | 79 |
|
|
2022
Q3 | $303K | Buy |
6,535
+903
| +16% | +$41.9K | 0.05% | 61 |
|
|
2022
Q2 | $276K | Buy |
+5,632
| New | +$276K | 0.04% | 82 |
|