Orgel 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
2023 Q4	–	Sell	-14,743	Closed	-$668K	–	85
2023 Q3	$668K	Sell	14,743 -1,222	-8%	-$55.4K	0.02%	47
2023 Q2	$753K	Sell	15,965 -79	-0.5%	-$3.73K	0.02%	47
2023 Q1	$771K	Sell	16,044 -138	-0.9%	-$6.63K	0.03%	46
2022 Q4	$756K	Buy	+16,182	New	+$756K	0.03%	47