Patriot Financial Group Insurance Agency’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $398K | Sell |
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|
2025
Q2 | $394K | Buy |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $418K | Sell |
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|
2024
Q1 | $441K | Sell |
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|
2023
Q4 | $524K | Buy |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $106K | Sell |
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|
2022
Q1 | $181K | Buy |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $147K | Buy |
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|
2021
Q2 | $139K | Sell |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $258K | Sell |
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|
2020
Q3 | $328K | Buy |
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|
2020
Q2 | $289K | Sell |
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|
2020
Q1 | $335K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $319K | Buy |
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|
2019
Q2 | $18K | Buy |
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