Topel & Distasi 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
2023
Q3
Sell
2023
Q2
$231K Buy
2023
Q1
$231K Buy
2022
Q1
Sell
2021
Q4
$265K Buy