Sugarloaf 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
Q4 | $5.25K | Sell |
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|
2024
Q3 | $135K | Sell |
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|
2024
Q2 | $141K | Hold |
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|
2024
Q1 | $142K | Sell |
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|
2023
Q4 | $157K | Hold |
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|
2023
Q3 | $149K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $85K | Hold |
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|
2022
Q1 | $90K | Hold |
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|
2021
Q4 | $96K | Hold |
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|
2021
Q3 | $96K | Hold |
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|
2021
Q2 | $97K | Sell |
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|
2021
Q1 | $74 | Buy |
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|
2020
Q4 | $77K | Buy |
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|
2020
Q3 | $64K | Buy |
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