Perigon 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 | $1.74M | Buy |
36,612
+123
| +0.3% | +$5.85K | 0.04% | 358 |
|
|
2025
Q1 | $1.73M | Buy |
36,489
+11,213
| +44% | +$532K | 0.04% | 336 |
|
|
2024
Q4 | $1.17M | Buy |
25,276
+6,024
| +31% | +$280K | 0.03% | 407 |
|
|
2024
Q3 | $935K | Buy |
19,252
+1,365
| +8% | +$66.3K | 0.02% | 450 |
|
|
2024
Q2 | $834K | Buy |
17,887
+6,719
| +60% | +$313K | 0.02% | 414 |
|
|
2024
Q1 | $526K | Buy |
11,168
+1,830
| +20% | +$86.1K | 0.02% | 523 |
|
|
2023
Q4 | $446K | Buy |
9,338
+1,951
| +26% | +$93.1K | 0.01% | 528 |
|
|
2023
Q3 | $335K | Buy |
+7,387
| New | +$335K | 0.01% | 550 |
|