Walkner Condon Financial Advisors’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
Q3 | – | Sell |
-6,622
| Closed | -$309K | – | 270 |
|
|
2024
Q2 | $309K | Sell |
6,622
-549
| -8% | -$25.6K | 0.07% | 197 |
|
|
2024
Q1 | $337K | Buy |
7,171
+1,838
| +34% | +$86.5K | 0.07% | 202 |
|
|
2023
Q4 | $255K | Buy |
5,333
+10
| +0.2% | +$477 | 0.06% | 229 |
|
|
2023
Q3 | $241K | Buy |
5,323
+307
| +6% | +$13.9K | 0.06% | 218 |
|
|
2023
Q2 | $237K | Buy |
+5,016
| New | +$237K | 0.06% | 214 |
|