Litman Gregory Wealth Management’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
2025 Q4	$332K	Sell	6,947 -929	-12%	-$44.7K	0.02%	118
2025 Q3	$378K	Buy	7,876 +140	+2%	+$6.66K	0.03%	112
2025 Q2	$368K	Buy	7,736 +596	+8%	+$28K	0.03%	107
2025 Q1	$339K	Sell	7,140 -1,303	-15%	-$61.1K	0.03%	110
2024 Q4	$392K	Sell	8,443 -2,476	-23%	-$117K	0.03%	98
2024 Q3	$531K	Buy	10,919 +1,073	+11%	+$51.4K	0.04%	84
2024 Q2	$459K	Buy	9,846 +706	+8%	+$32.7K	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%	+$174K	0.04%	91
2023 Q3	$226K	Buy	4,984 +175	+4%	+$8.12K	0.02%	115
2023 Q2	$227K	Buy	+4,809	New	+$229K	0.03%	79
2022 Q4	–	Sell	-6,535	Closed	-$303K	–	79
2022 Q3	$303K	Buy	6,535 +903	+16%	+$44K	0.05%	61
2022 Q2	$276K	Buy	+5,632	New	+$279K	0.04%	82