Mount Yale Investment 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	$55.2K	Buy	+1,161	New	+$55.2K	﹤0.01%	791
2024 Q1	–	Sell	-4,356	Closed	-$208K	–	542
2023 Q4	$208K	Sell	4,356 -566	-11%	-$27K	0.02%	469
2023 Q3	$223K	Buy	4,922 +649	+15%	+$29.4K	0.02%	455
2023 Q2	$202K	Buy	+4,273	New	+$202K	0.02%	463