Sandbox Financial Partners’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 | $369K | Sell |
7,771
-84
| -1% | -$3.99K | 0.12% | 81 |
|
|
2025
Q1 | $373K | Sell |
7,855
-657
| -8% | -$31.2K | 0.13% | 78 |
|
|
2024
Q4 | $395K | Buy |
8,512
+210
| +3% | +$9.75K | 0.13% | 74 |
|
|
2024
Q3 | $403K | Sell |
8,302
-190
| -2% | -$9.23K | 0.14% | 71 |
|
|
2024
Q2 | $396K | Sell |
8,492
-1,171
| -12% | -$54.6K | 0.15% | 71 |
|
|
2024
Q1 | $455K | Sell |
9,663
-4,314
| -31% | -$203K | 0.19% | 64 |
|
|
2023
Q4 | $667K | Buy |
13,977
+1,258
| +10% | +$60.1K | 0.31% | 47 |
|
|
2023
Q3 | $576K | Buy |
12,719
+2,986
| +31% | +$135K | 0.3% | 44 |
|
|
2023
Q2 | $459K | Buy |
9,733
+740
| +8% | +$34.9K | 0.24% | 57 |
|
|
2023
Q1 | $432K | Buy |
8,993
+2,661
| +42% | +$128K | 0.26% | 52 |
|
|
2022
Q4 | $296K | Sell |
6,332
-361
| -5% | -$16.9K | 0.2% | 59 |
|
|
2022
Q3 | $311K | Buy |
6,693
+1,107
| +20% | +$51.4K | 0.23% | 57 |
|
|
2022
Q2 | $273K | Buy |
5,586
+1,431
| +34% | +$69.9K | 0.19% | 66 |
|
|
2022
Q1 | $215K | Buy |
+4,155
| New | +$215K | 0.12% | 86 |
|