NCM
EAGG icon

Neumann Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Neumann Capital Management’s Portfolio EAGG Stock Details EAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-66,870
Closed -$3.18M – 72
2026
Q1 		$3.18M Buy
66,870
+2,370
+4% +$114K 0.94% 29
2025
Q4 		$3.09M Buy
64,500
+9,050
+16% +$435K 0.89% 28
2025
Q3 		$2.66M Buy
55,450
+2,725
+5% +$130K 0.78% 32
2025
Q2 		$2.51M Buy
52,725
+23,480
+80% +$1.1M 0.79% 32
2025
Q1 		$1.39M Buy
29,245
+240
+0.8% +$11.2K 0.48% 48
2024
Q4 		$1.35M Buy
29,005
+3,630
+14% +$171K 0.45% 48
2024
Q3 		$1.23M Buy
25,375
+1,140
+5% +$54.6K 0.41% 49
2024
Q2 		$1.13M Buy
24,235
+2,250
+10% +$104K 0.39% 52
2024
Q1 		$1.03M Buy
21,985
+4,110
+23% +$193K 0.37% 59
2023
Q4 		$853K Buy
17,875
+1,400
+8% +$64.1K 0.34% 59
2023
Q3 		$746K Buy
16,475
+2,045
+14% +$94.9K 0.33% 57
2023
Q2 		$681K Buy
14,430
+1,000
+7% +$47.6K 0.28% 59
2023
Q1 		$645K Buy
13,430
+3,770
+39% +$180K 0.28% 58
2022
Q4 		$452K Buy
9,660
+2,330
+32% +$109K 0.21% 71
2022
Q3 		$340K Buy
+7,330
New +$357K 0.17% 74

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