Rockbridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $462K | Hold |
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|
2024
Q3 | $484K | Buy |
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|
2024
Q2 | $425K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $157K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $132K | Sell |
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|
2022
Q1 | $151K | Hold |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $127K | Sell |
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|
2021
Q2 | $129K | Buy |
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|
2021
Q1 | $113K | Buy |
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|
2020
Q4 | $97K | Buy |
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|
2020
Q3 | $95K | Buy |
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