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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
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|
2025
Q1 | $463K | Buy |
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|
2024
Q4 | $435K | Buy |
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|
2024
Q3 | $408K | Sell |
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|
2024
Q2 | $434K | Sell |
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|
2024
Q1 | $481K | Sell |
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|
2023
Q4 | $490K | Buy |
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|
2023
Q3 | $461K | Hold |
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|
2023
Q2 | $480K | Hold |
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $508K | Hold |
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|
2022
Q2 | $536K | Hold |
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|
2022
Q1 | $565K | Sell |
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|
2021
Q4 | $607K | Buy |
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|
2021
Q3 | $518K | Buy |
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|
2021
Q2 | $505K | Buy |
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