Modera 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
2026 Q1	$2.42M	Sell	50,943 -4	-0%	-$192	0.03%	242
2025 Q4	$2.44M	Buy	50,947 +408	+0.8%	+$19.6K	0.03%	246
2025 Q3	$2.43M	Hold	50,539	–	–	0.03%	244
2025 Q2	$2.4M	Buy	50,539 +15	+0%	+$705	0.03%	240
2025 Q1	$2.4M	Buy	50,524 +470	+0.9%	+$22K	0.03%	228
2024 Q4	$2.32M	Buy	50,054 +167	+0.3%	+$7.89K	0.03%	236
2024 Q3	$2.42M	Buy	49,887 +4,499	+10%	+$215K	0.03%	215
2024 Q2	$2.12M	Buy	45,388 +2,177	+5%	+$101K	0.03%	216
2024 Q1	$2.03M	Buy	43,211 +873	+2%	+$41.1K	0.03%	225
2023 Q4	$2.02M	Sell	42,338 -772	-2%	-$35.4K	0.03%	222
2023 Q3	$1.95M	Sell	43,110 -348	-0.8%	-$16.1K	0.04%	217
2023 Q2	$2.05M	Buy	+43,458	New	+$2.07M	0.04%	221