Opes Wealth Management’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 | $356K | Buy |
7,492
+110
| +1% | +$5.23K | 0.06% | 111 |
|
|
2025
Q1 | $350K | Buy |
7,382
+225
| +3% | +$10.7K | 0.07% | 106 |
|
|
2024
Q4 | $332K | Buy |
7,157
+360
| +5% | +$16.7K | 0.07% | 107 |
|
|
2024
Q3 | $330K | Buy |
6,797
+270
| +4% | +$13.1K | 0.06% | 108 |
|
|
2024
Q2 | $304K | Buy |
6,527
+100
| +2% | +$4.66K | 0.06% | 107 |
|
|
2024
Q1 | $302K | Buy |
6,427
+420
| +7% | +$19.8K | 0.07% | 104 |
|
|
2023
Q4 | $287K | Buy |
6,007
+480
| +9% | +$22.9K | 0.07% | 106 |
|
|
2023
Q3 | $250K | Buy |
5,527
+760
| +16% | +$34.4K | 0.07% | 108 |
|
|
2023
Q2 | $225K | Hold |
4,767
| – | – | 0.06% | 114 |
|
|
2023
Q1 | $229K | Buy |
4,767
+135
| +3% | +$6.49K | 0.07% | 99 |
|
|
2022
Q4 | $217K | Buy |
4,632
+260
| +6% | +$12.2K | 0.08% | 96 |
|
|
2022
Q3 | $203K | Hold |
4,372
| – | – | 0.08% | 89 |
|
|
2022
Q2 | $214K | Buy |
+4,372
| New | +$214K | 0.09% | 89 |
|