Sugarloaf Wealth Management’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
Q4 | $5.25K | Sell |
113
-2,658
| -96% | -$123K | ﹤0.01% | 568 |
|
|
2024
Q3 | $135K | Sell |
2,771
-249
| -8% | -$12.1K | 0.03% | 211 |
|
|
2024
Q2 | $141K | Hold |
3,020
| – | – | 0.03% | 199 |
|
|
2024
Q1 | $142K | Sell |
3,020
-265
| -8% | -$12.5K | 0.03% | 195 |
|
|
2023
Q4 | $157K | Hold |
3,285
| – | – | 0.04% | 176 |
|
|
2023
Q3 | $149K | Buy |
+3,285
| New | +$149K | 0.04% | 170 |
|
|
2022
Q3 | – | Sell |
-1,746
| Closed | -$85K | – | 828 |
|
|
2022
Q2 | $85K | Hold |
1,746
| – | – | 0.02% | 208 |
|
|
2022
Q1 | $90K | Hold |
1,746
| – | – | 0.02% | 199 |
|
|
2021
Q4 | $96K | Hold |
1,746
| – | – | 0.02% | 204 |
|
|
2021
Q3 | $96K | Hold |
1,746
| – | – | 0.03% | 196 |
|
|
2021
Q2 | $97K | Sell |
1,746
-430
| -20% | -$23.9K | 0.03% | 193 |
|
|
2021
Q1 | $74 | Buy |
2,176
+817
| +60% | +$28 | 0.02% | 222 |
|
|
2020
Q4 | $77K | Buy |
1,359
+293
| +27% | +$16.6K | 0.03% | 201 |
|
|
2020
Q3 | $64K | Buy |
+1,066
| New | +$64K | 0.02% | 199 |
|