Spire Wealth Management’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
2024 Q2	–	Sell	-5,906	Closed	-$278K	–	2250
2024 Q1	$278K	Buy	5,906 +318	+6%	+$15K	0.01%	685
2023 Q4	$263K	Sell	5,588 -474	-8%	-$21.7K	0.01%	687
2023 Q3	$275K	Buy	6,062 +2,198	+57%	+$102K	0.01%	612
2023 Q2	$182K	Buy	3,864 +84	+2%	+$4K	0.01%	752
2023 Q1	$182K	Sell	3,780 -1,266	-25%	-$60.3K	0.01%	755
2022 Q4	$236K	Sell	5,046 -540	-10%	-$25.2K	0.01%	513
2022 Q3	$259K	Hold	5,586	–	–	0.02%	466
2022 Q2	$273K	Sell	5,586 -1,340	-19%	-$66.3K	0.01%	659
2022 Q1	$358K	Buy	6,926 +800	+13%	+$42.4K	0.01%	669
2021 Q4	$338K	Buy	6,126 +1,816	+42%	+$99.9K	0.01%	861
2021 Q3	$238K	Buy	4,310 +3,230	+299%	+$180K	0.01%	854
2021 Q2	$60K	Buy	+1,080	New	+$59.3K	﹤0.01%	1402