Sigma Planning Corp’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	$244K	Buy	5,132 +179	+4%	+$8.58K	0.01%	1138
2025 Q4	$237K	Sell	4,953 -73	-1%	-$3.51K	0.01%	1131
2025 Q3	$241K	Buy	5,026 +726	+17%	+$34.5K	0.01%	1132
2025 Q2	$204K	Sell	4,300 -97	-2%	-$4.56K	0.01%	1172
2025 Q1	$209K	Buy	+4,397	New	+$206K	0.01%	1113
2024 Q4	–	Sell	-4,174	Closed	-$203K	–	1187
2024 Q3	$203K	Sell	4,174 -581	-12%	-$27.8K	0.01%	1136
2024 Q2	$222K	Buy	4,755 +19	+0.4%	+$881	0.01%	1038
2024 Q1	$223K	Buy	+4,736	New	+$223K	0.01%	1092
2022 Q1	–	Sell	-3,833	Closed	-$212K	–	1397
2021 Q4	$212K	Sell	3,833 -4	-0.1%	-$220	0.01%	1257
2021 Q3	$212K	Buy	+3,837	New	+$214K	0.01%	1238
2021 Q2	–	Sell	-9,793	Closed	-$536K	–	1434
2021 Q1	$536K	Buy	9,793 +2,400	+32%	+$133K	0.02%	742
2020 Q4	$418K	Buy	7,393 +425	+6%	+$24K	0.01%	763
2020 Q3	$394K	Sell	6,968 -3,675	-35%	-$209K	0.02%	692
2020 Q2	$602K	Buy	+10,643	New	+$596K	0.03%	530