Sound View Wealth Advisors Group’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	$477K	Hold	10,034	–	–	0.03%	273
2025 Q4	$480K	Sell	10,034 -48	-0.5%	-$2.31K	0.03%	275
2025 Q3	$484K	Sell	10,082 -330	-3%	-$15.7K	0.03%	272
2025 Q2	$495K	Buy	10,412 +651	+7%	+$30.6K	0.04%	268
2025 Q1	$463K	Buy	9,761 +386	+4%	+$18.1K	0.04%	267
2024 Q4	$435K	Buy	9,375 +970	+12%	+$45.8K	0.04%	277
2024 Q3	$408K	Sell	8,405 -913	-10%	-$43.7K	0.03%	290
2024 Q2	$434K	Sell	9,318 -898	-9%	-$41.6K	0.04%	252
2024 Q1	$481K	Sell	10,216 -44	-0.4%	-$2.07K	0.05%	242
2023 Q4	$490K	Buy	10,260 +84	+0.8%	+$3.85K	0.05%	238
2023 Q3	$461K	Hold	10,176	–	–	0.06%	232
2023 Q2	$480K	Hold	10,176	–	–	0.06%	227
2023 Q1	$489K	Sell	10,176 -84	-0.8%	-$4K	0.07%	221
2022 Q4	$490K	Sell	10,260 -687	-6%	-$32K	0.05%	238
2022 Q3	$508K	Hold	10,947	–	–	0.11%	160
2022 Q2	$536K	Hold	10,947	–	–	0.11%	161
2022 Q1	$565K	Sell	10,947 -55	-0.5%	-$2.91K	0.11%	163
2021 Q4	$607K	Buy	11,002 +1,610	+17%	+$88.6K	0.11%	160
2021 Q3	$518K	Buy	9,392 +271	+3%	+$15.1K	0.11%	163
2021 Q2	$505K	Buy	+9,121	New	+$501K	0.11%	169