Robertson Stephens Wealth Management’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	$6.42M	Buy	134,911 +15,757	+13%	+$755K	0.18%	107
2025 Q4	$5.7M	Sell	119,154 -2,233	-2%	-$107K	0.16%	112
2025 Q3	$5.83M	Sell	121,387 -4,299	-3%	-$204K	0.18%	93
2025 Q2	$5.98M	Sell	125,686 -102	-0.1%	-$4.79K	0.21%	89
2025 Q1	$5.97M	Buy	125,788 +13,168	+12%	+$617K	0.22%	92
2024 Q4	$5.23M	Buy	112,620 +15,440	+16%	+$729K	0.19%	106
2024 Q3	$4.72M	Sell	97,180 -2,764	-3%	-$132K	0.17%	119
2024 Q2	$4.66M	Sell	99,944 -3,416	-3%	-$158K	0.24%	81
2024 Q1	$4.86M	Buy	103,360 +7,733	+8%	+$364K	0.27%	64
2023 Q4	$4.57M	Buy	95,627 +36,045	+60%	+$1.65M	0.29%	61
2023 Q3	$2.7M	Buy	59,582 +49,643	+499%	+$2.3M	0.18%	114
2023 Q2	$469K	Sell	9,939 -8,262	-45%	-$394K	0.03%	287
2023 Q1	$875K	Sell	18,201 -748	-4%	-$35.6K	0.07%	211
2022 Q4	$886K	Buy	+18,949	New	+$883K	0.09%	190