SAG
SageView Advisory Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
84,375
+9,461
| +13% | +$446K | 0.15% | 80 |
|
|
2025
Q1 | $3.56M | Buy |
74,914
+52,196
| +230% | +$2.48M | 0.15% | 78 |
|
|
2024
Q4 | $1.06M | Buy |
22,718
+2,171
| +11% | +$101K | 0.05% | 215 |
|
|
2024
Q3 | $998K | Buy |
+20,547
| New | +$998K | 0.05% | 197 |
|
|
2024
Q2 | – | Sell |
-69,726
| Closed | -$5.57M | – | 216 |
|
|
2024
Q1 | $5.57M | Buy |
+69,726
| New | +$5.57M | 0.28% | 47 |
|
|
2023
Q4 | – | Sell |
-15,751
| Closed | -$714K | – | 194 |
|
|
2023
Q3 | $714K | Buy |
15,751
+9,708
| +161% | +$440K | 0.04% | 264 |
|
|
2023
Q2 | $285K | Buy |
+6,043
| New | +$285K | 0.02% | 457 |
|