Mascoma 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
Q2 | $6.69M | Sell |
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|
2025
Q1 | $6.8M | Sell |
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|
2024
Q4 | $7.55M | Sell |
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|
2024
Q3 | $7.99M | Buy |
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|
2024
Q2 | $6.66M | Buy |
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|
2024
Q1 | $5.74M | Buy |
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|
2023
Q4 | $5.13M | Buy |
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|
2023
Q3 | $4.66M | Buy |
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|
2023
Q2 | $4.67M | Buy |
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|
2023
Q1 | $3.11M | Buy |
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|
2022
Q4 | $2.26M | Buy |
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|
2022
Q3 | $1.77M | Buy |
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|
2022
Q2 | $1.79M | Buy |
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|
2022
Q1 | $1.85M | Buy |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $990K | Buy |
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|
2021
Q1 | $877K | Sell |
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|
2020
Q4 | $1.13M | Buy |
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|
2019
Q3 | $419K | Buy |
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|
2019
Q2 | $338K | Buy |
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|
2019
Q1 | $173K | Buy |
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