Sound View Wealth Advisors Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
10,412
+651
| +7% | +$30.9K | 0.04% | 268 |
|
|
2025
Q1 | $463K | Buy |
9,761
+386
| +4% | +$18.3K | 0.04% | 267 |
|
|
2024
Q4 | $435K | Buy |
9,375
+970
| +12% | +$45K | 0.04% | 277 |
|
|
2024
Q3 | $408K | Sell |
8,405
-913
| -10% | -$44.4K | 0.03% | 290 |
|
|
2024
Q2 | $434K | Sell |
9,318
-898
| -9% | -$41.9K | 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% | +$4.01K | 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% | -$4.04K | 0.07% | 221 |
|
|
2022
Q4 | $490K | Sell |
10,260
-687
| -6% | -$32.8K | 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% | -$2.84K | 0.11% | 163 |
|
|
2021
Q4 | $607K | Buy |
11,002
+1,610
| +17% | +$88.8K | 0.11% | 160 |
|
|
2021
Q3 | $518K | Buy |
9,392
+271
| +3% | +$14.9K | 0.11% | 163 |
|
|
2021
Q2 | $505K | Buy |
+9,121
| New | +$505K | 0.11% | 169 |
|