Sage Financial Group’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	$225K	Sell	4,740 -1,642	-26%	-$78.7K	0.01%	103
2025 Q4	$305K	Buy	6,382 +510	+9%	+$24.5K	0.02%	91
2025 Q3	$282K	Buy	5,872 +262	+5%	+$12.5K	0.02%	92
2025 Q2	$267K	Buy	5,610 +65	+1%	+$3.05K	0.02%	94
2025 Q1	$263K	Buy	5,545 +1,012	+22%	+$47.4K	0.02%	93
2024 Q4	$211K	Hold	4,533	–	–	0.02%	99
2024 Q3	$220K	Buy	+4,533	New	+$217K	0.02%	101
2024 Q2	–	Sell	-5,135	Closed	-$242K	–	102
2024 Q1	$242K	Buy	5,135 +101	+2%	+$4.75K	0.02%	98
2023 Q4	$240K	Buy	5,034 +135	+3%	+$6.18K	0.02%	96
2023 Q3	$222K	Buy	4,899 +250	+5%	+$11.6K	0.02%	97
2023 Q2	$219K	Buy	+4,649	New	+$222K	0.02%	97