Van Hulzen Asset 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
2026 Q1	$1.11M	Buy	23,329 +438	+2%	+$21K	0.08%	152
2025 Q4	$1.1M	Buy	22,891 +1,030	+5%	+$49.5K	0.08%	148
2025 Q3	$1.05M	Buy	21,861 +22	+0.1%	+$1.05K	0.08%	157
2025 Q2	$1.04M	Sell	21,839 -108	-0.5%	-$5.07K	0.09%	151
2025 Q1	$1.04M	Buy	21,947 +14	+0.1%	+$656	0.1%	149
2024 Q4	$1.02M	Buy	21,933 +6,230	+40%	+$294K	0.07%	161
2024 Q3	$763K	Buy	15,703 +4,226	+37%	+$202K	0.06%	182
2024 Q2	$535K	Sell	11,477 -250	-2%	-$11.6K	0.04%	199
2024 Q1	$552K	Buy	+11,727	New	+$552K	0.04%	217
2022 Q4	–	Sell	-8,486	Closed	-$394K	–	288
2022 Q3	$394K	Buy	8,486 +3,316	+64%	+$162K	0.05%	187
2022 Q2	$253K	Buy	5,170 +660	+15%	+$32.7K	0.03%	245
2022 Q1	$233K	Buy	+4,510	New	+$239K	0.02%	269
2021 Q1	–	Sell	-17,755	Closed	-$1M	–	277
2020 Q4	$1M	Hold	17,755	–	–	0.15%	93
2020 Q3	$1M	Hold	17,755	–	–	0.15%	96
2020 Q2	$1M	Sell	17,755 -4,200	-19%	-$235K	0.15%	90
2020 Q1	$1.22M	Buy	+21,955	New	+$1.2M	0.26%	74