Topel & Distasi 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
2023
Q3
Sell
-4,893
Closed -$231K 72
2023
Q2
$231K Buy
4,893
+84
+2% +$3.96K 0.12% 72
2023
Q1
$231K Buy
+4,809
New +$231K 0.12% 71
2022
Q1
Sell
-4,801
Closed -$265K 73
2021
Q4
$265K Buy
+4,801
New +$265K 0.11% 71