United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.2M | Sell |
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2025
Q2 | $3.26M | Buy |
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2025
Q1 | $3.15M | Buy |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $2.17M | Sell |
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|
2024
Q2 | $2.14M | Buy |
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2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $2.18M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $558K | Buy |
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