Moneta Group Investment Advisors’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
Q3 | $1.66M | Buy |
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2025
Q2 | $1.45M | Sell |
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2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $920K | Buy |
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|
2024
Q2 | $821K | Buy |
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|
2024
Q1 | $756K | Sell |
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|
2023
Q4 | $775K | Buy |
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|
2023
Q3 | $661K | Buy |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $321K | Buy |
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|
2022
Q4 | $312K | Buy |
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