Presilium Private Wealth’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
2026 Q1	$586K	Buy	12,315 +66	+0.5%	+$3.16K	0.1%	47
2025 Q4	$586K	Buy	12,249 +60	+0.5%	+$2.88K	0.11%	47
2025 Q3	$585K	Buy	12,189 +634	+5%	+$30.1K	0.11%	49
2025 Q2	$549K	Buy	11,555 +511	+5%	+$24K	0.11%	46
2025 Q1	$524K	Buy	11,044 +1,034	+10%	+$48.5K	0.12%	48
2024 Q4	$465K	Buy	10,010 +705	+8%	+$33.3K	0.11%	56
2024 Q3	$452K	Sell	9,305 -63	-0.7%	-$3.02K	0.1%	54
2024 Q2	$437K	Buy	9,368 +223	+2%	+$10.3K	0.11%	56
2024 Q1	$430K	Buy	9,145 +1,869	+26%	+$87.9K	0.11%	55
2023 Q4	$347K	Sell	7,276 -1,155	-14%	-$52.9K	0.1%	58
2023 Q3	$382K	Buy	+8,431	New	+$391K	0.12%	45