OBWG
Onyx Bridge Wealth Group’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 | $573K | Buy |
12,058
+156
| +1% | +$7.42K | 0.08% | 159 |
|
|
2025
Q1 | $565K | Buy |
11,902
+4,910
| +70% | +$233K | 0.08% | 146 |
|
|
2024
Q4 | $325K | Sell |
6,992
-43
| -0.6% | -$2K | 0.05% | 206 |
|
|
2024
Q3 | $342K | Buy |
7,035
+1,721
| +32% | +$83.6K | 0.05% | 202 |
|
|
2024
Q2 | $248K | Buy |
5,314
+217
| +4% | +$10.1K | 0.04% | 222 |
|
|
2024
Q1 | $233K | Sell |
5,097
-4,058
| -44% | -$186K | 0.04% | 223 |
|
|
2023
Q4 | $437K | Sell |
9,155
-521
| -5% | -$24.9K | 0.09% | 142 |
|
|
2023
Q3 | $438K | Sell |
9,676
-543
| -5% | -$24.6K | 0.1% | 141 |
|
|
2023
Q2 | $482K | Sell |
10,219
-2,041
| -17% | -$96.3K | 0.12% | 126 |
|
|
2023
Q1 | $589K | Buy |
12,260
+2,308
| +23% | +$111K | 0.24% | 78 |
|
|
2022
Q4 | $475K | Sell |
9,952
-608
| -6% | -$29K | 0.19% | 80 |
|
|
2022
Q3 | $486K | Buy |
10,560
+1,092
| +12% | +$50.3K | 0.22% | 78 |
|
|
2022
Q2 | $471K | Buy |
+9,468
| New | +$471K | 0.21% | 71 |
|