Montis Financial’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	–	Sell	-5,837	Closed	-$277K	–	137
2025 Q1	$277K	Hold	5,837	–	–	0.08%	114
2024 Q4	$271K	Buy	+5,837	New	+$271K	0.08%	118