Shira Ridge Wealth Management’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 | $4.07M | Sell |
85,668
-6,130
| -7% | -$291K | 1.86% | 16 |
|
|
2025
Q1 | $4.36M | Sell |
91,798
-10,297
| -10% | -$489K | 2.17% | 14 |
|
|
2024
Q4 | $4.74M | Buy |
102,095
+38,578
| +61% | +$1.79M | 2.32% | 13 |
|
|
2024
Q3 | $3.09M | Buy |
63,517
+56,504
| +806% | +$2.75M | 1.57% | 17 |
|
|
2024
Q2 | $327K | Buy |
7,013
+1,209
| +21% | +$56.4K | 0.18% | 61 |
|
|
2024
Q1 | $273K | Buy |
+5,804
| New | +$273K | 0.16% | 64 |
|