Smith & Howard 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 | $382K | Sell |
8,041
-3,539
| -31% | -$168K | 0.1% | 52 |
|
|
2025
Q1 | $550K | Hold |
11,580
| – | – | 0.15% | 42 |
|
|
2024
Q4 | $538K | Hold |
11,580
| – | – | 0.15% | 47 |
|
|
2024
Q3 | $563K | Hold |
11,580
| – | – | 0.16% | 48 |
|
|
2024
Q2 | $540K | Hold |
11,580
| – | – | 0.16% | 49 |
|
|
2024
Q1 | $545K | Hold |
11,580
| – | – | 0.17% | 45 |
|
|
2023
Q4 | $553K | Buy |
11,580
+4,543
| +65% | +$217K | 0.2% | 41 |
|
|
2023
Q3 | $319K | Sell |
7,037
-2,327
| -25% | -$105K | 0.11% | 55 |
|
|
2023
Q2 | $442K | Buy |
9,364
+180
| +2% | +$8.49K | 0.16% | 45 |
|
|
2023
Q1 | $441K | Buy |
9,184
+1,359
| +17% | +$65.3K | 0.15% | 45 |
|
|
2022
Q4 | $366K | Buy |
+7,825
| New | +$366K | 0.14% | 48 |
|