Sequoia Financial Advisors’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
Q3 | $1.58M | Buy |
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|
2025
Q2 | $485K | Sell |
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2025
Q1 | $510K | Buy |
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|
2024
Q4 | $403K | Sell |
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|
2024
Q3 | $468K | Sell |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $842K | Buy |
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|
2023
Q4 | $853K | Sell |
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|
2023
Q3 | $923K | Buy |
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|
2023
Q2 | $944K | Buy |
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|
2023
Q1 | $955K | Buy |
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|
2022
Q4 | $824K | Sell |
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|
2022
Q3 | $943K | Buy |
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|
2022
Q2 | $943K | Buy |
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|
2022
Q1 | $885K | Buy |
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|
2021
Q4 | $713K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $425K | Buy |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $406K | Buy |
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|
2020
Q3 | $356K | Hold |
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|
2020
Q2 | $356K | Buy |
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