Long Run Wealth 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 | $3.36M | Buy |
70,592
+879
| +1% | +$41.8K | 0.7% | 42 |
|
|
2025
Q1 | $3.31M | Sell |
69,713
-8,579
| -11% | -$407K | 0.75% | 40 |
|
|
2024
Q4 | $3.64M | Buy |
78,292
+8,816
| +13% | +$409K | 0.87% | 35 |
|
|
2024
Q3 | $3.38M | Buy |
69,476
+29,733
| +75% | +$1.44M | 0.79% | 42 |
|
|
2024
Q2 | $1.85M | Buy |
39,743
+452
| +1% | +$21.1K | 0.47% | 46 |
|
|
2024
Q1 | $1.85M | Sell |
39,291
-1,007
| -2% | -$47.4K | 0.49% | 46 |
|
|
2023
Q4 | $1.92M | Buy |
40,298
+58
| +0.1% | +$2.77K | 0.56% | 44 |
|
|
2023
Q3 | $1.82M | Sell |
40,240
-77
| -0.2% | -$3.49K | 0.59% | 44 |
|
|
2023
Q2 | $1.9M | Sell |
40,317
-1,151
| -3% | -$54.3K | 0.61% | 45 |
|
|
2023
Q1 | $1.99M | Buy |
41,468
+930
| +2% | +$44.7K | 0.68% | 42 |
|
|
2022
Q4 | $1.89M | Buy |
40,538
+7,383
| +22% | +$345K | 0.68% | 38 |
|
|
2022
Q3 | $1.54M | Buy |
33,155
+1,600
| +5% | +$74.3K | 0.61% | 42 |
|
|
2022
Q2 | $1.54M | Buy |
31,555
+73
| +0.2% | +$3.57K | 0.6% | 42 |
|
|
2022
Q1 | $1.63M | Buy |
31,482
+3,439
| +12% | +$178K | 0.57% | 42 |
|
|
2021
Q4 | $1.55M | Buy |
+28,043
| New | +$1.55M | 0.54% | 44 |
|