Stratos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,439
| Closed | -$624K | – | 686 |
|
|
2024
Q4 | $624K | Buy |
13,439
+127
| +1% | +$5.9K | 0.03% | 417 |
|
|
2024
Q3 | $647K | Sell |
13,312
-4,727
| -26% | -$230K | 0.03% | 438 |
|
|
2024
Q2 | $841K | Buy |
18,039
+1,289
| +8% | +$60.1K | 0.04% | 365 |
|
|
2024
Q1 | $788K | Sell |
16,750
-1,402
| -8% | -$66K | 0.05% | 371 |
|
|
2023
Q4 | $867K | Sell |
18,152
-186
| -1% | -$8.88K | 0.05% | 358 |
|
|
2023
Q3 | $831K | Buy |
18,338
+4,743
| +35% | +$215K | 0.05% | 344 |
|
|
2023
Q2 | $641K | Sell |
13,595
-62
| -0.5% | -$2.93K | 0.05% | 385 |
|
|
2023
Q1 | $656K | Buy |
+13,657
| New | +$656K | 0.05% | 372 |
|