MLA
My Legacy Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,685
| Closed | -$270K | – | 212 |
|
|
2025
Q1 | $270K | Buy |
+5,685
| New | +$270K | 0.1% | 185 |
|
|
2024
Q4 | – | Sell |
-4,544
| Closed | -$221K | – | 199 |
|
|
2024
Q3 | $221K | Buy |
4,544
+2
| +0% | +$97 | 0.09% | 191 |
|
|
2024
Q2 | $212K | Buy |
+4,542
| New | +$212K | 0.07% | 205 |
|
|
2023
Q3 | – | Sell |
-4,342
| Closed | -$206K | – | 209 |
|
|
2023
Q2 | $206K | Sell |
4,342
-1,110
| -20% | -$52.6K | 0.08% | 207 |
|
|
2023
Q1 | $262K | Buy |
+5,452
| New | +$262K | 0.11% | 189 |
|
|
2022
Q4 | – | Sell |
-5,694
| Closed | -$260K | – | 210 |
|
|
2022
Q3 | $260K | Sell |
5,694
-1,267
| -18% | -$57.9K | 0.13% | 183 |
|
|
2022
Q2 | $341K | Buy |
6,961
+1,433
| +26% | +$70.2K | 0.17% | 168 |
|
|
2022
Q1 | $285K | Buy |
+5,528
| New | +$285K | 0.13% | 159 |
|