One Wealth Management Investment & Advisory Services’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
2024
Q3
Sell
-4,872
Closed -$227K 69
2024
Q2
$227K Sell
4,872
-874
-15% -$40.7K 0.09% 109
2024
Q1
$270K Sell
5,746
-1,986
-26% -$93.5K 0.11% 98
2023
Q4
$369K Buy
+7,732
New +$369K 0.16% 84