Planning Alternatives’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
$1.88M Sell
39,504
-3,748
-9% -$178K 0.26% 23
2025
Q1
$2.05M Buy
43,252
+8,869
+26% +$421K 0.31% 21
2024
Q4
$1.6M Buy
34,383
+5,267
+18% +$245K 0.25% 22
2024
Q3
$1.41M Buy
+29,116
New +$1.41M 0.22% 23