Rise 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 | $21.4K | Buy |
451
+4
| +0.9% | +$190 | 0.01% | 490 |
|
|
2025
Q1 | $21.2K | Buy |
447
+3
| +0.7% | +$142 | 0.01% | 468 |
|
|
2024
Q4 | $20.6K | Sell |
444
-36
| -8% | -$1.67K | 0.01% | 632 |
|
|
2024
Q3 | $23.3K | Buy |
480
+4
| +0.8% | +$195 | 0.01% | 579 |
|
|
2024
Q2 | $22.2K | Buy |
476
+5
| +1% | +$233 | 0.01% | 566 |
|
|
2024
Q1 | $22.2K | Buy |
471
+3
| +0.6% | +$141 | 0.01% | 583 |
|
|
2023
Q4 | $22.4K | Buy |
468
+5
| +1% | +$239 | 0.02% | 241 |
|
|
2023
Q3 | $21K | Buy |
463
+4
| +0.9% | +$181 | 0.02% | 227 |
|
|
2023
Q2 | $21.6K | Buy |
459
+4
| +0.9% | +$189 | 0.02% | 227 |
|
|
2023
Q1 | $21.9K | Buy |
455
+2
| +0.4% | +$96 | 0.02% | 241 |
|
|
2022
Q4 | $21.2K | Buy |
453
+4
| +0.9% | +$187 | 0.02% | 242 |
|
|
2022
Q3 | $21K | Buy |
449
+2
| +0.4% | +$94 | 0.02% | 236 |
|
|
2022
Q2 | $22K | Buy |
447
+2
| +0.4% | +$98 | 0.02% | 223 |
|
|
2022
Q1 | $23K | Buy |
445
+1
| +0.2% | +$52 | 0.02% | 226 |
|
|
2021
Q4 | $24.5K | Buy |
+444
| New | +$24.5K | 0.02% | 223 |
|