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 |
|