Regal Investment Advisors’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
$262K Buy
5,519
+165
+3% +$7.84K 0.02% 451
2025
Q1
$254K Buy
+5,354
New +$254K 0.02% 436
2024
Q1
Sell
-4,255
Closed -$203K 585
2023
Q4
$203K Sell
4,255
-1,168
-22% -$55.8K 0.02% 511
2023
Q3
$246K Buy
5,423
+506
+10% +$22.9K 0.02% 426
2023
Q2
$232K Buy
4,917
+130
+3% +$6.13K 0.02% 458
2023
Q1
$230K Buy
+4,787
New +$230K 0.02% 449