Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $272K | Hold |
5,781
| – | – | 0.03% | 64 |
|
|
2023
Q4 | $276K | Sell |
5,781
-1,394
| -19% | -$66.6K | 0.03% | 61 |
|
|
2023
Q3 | $325K | Buy |
7,175
+12
| +0.2% | +$544 | 0.05% | 54 |
|
|
2023
Q2 | $337K | Buy |
7,163
+3,169
| +79% | +$149K | 0.05% | 53 |
|
|
2023
Q1 | $193K | Buy |
+3,994
| New | +$193K | 0.03% | 55 |
|
|
2022
Q4 | – | Sell |
-11,215
| Closed | -$521K | – | 51 |
|
|
2022
Q3 | $521K | Sell |
11,215
-697
| -6% | -$32.4K | 0.12% | 33 |
|
|
2022
Q2 | $583K | Buy |
11,912
+2,799
| +31% | +$137K | 0.13% | 33 |
|
|
2022
Q1 | $471K | Buy |
9,113
+4
| +0% | +$207 | 0.09% | 39 |
|
|
2021
Q4 | $503K | Buy |
+9,109
| New | +$503K | 0.09% | 46 |
|