Perigon Wealth Management’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
$1.75M Sell
2025
Q2
$1.74M Buy
2025
Q1
$1.73M Buy
2024
Q4
$1.17M Buy
2024
Q3
$935K Buy
2024
Q2
$834K Buy
2024
Q1
$526K Buy
2023
Q4
$446K Buy
2023
Q3
$335K Buy