WCG Wealth 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 Q2	–	Sell	-16,341	Closed	-$776K	–	334
2025 Q1	$776K	Sell	16,341 -708	-4%	-$33.2K	0.06%	221
2024 Q4	$792K	Buy	17,049 +88	+0.5%	+$4.16K	0.05%	232
2024 Q3	$824K	Sell	16,961 -1,012	-6%	-$48.4K	0.06%	238
2024 Q2	$838K	Sell	17,973 -4,196	-19%	-$195K	0.06%	210
2024 Q1	$1.04M	Buy	22,169 +2,875	+15%	+$135K	0.09%	181
2023 Q4	$921K	Buy	19,294 +1,192	+7%	+$54.6K	0.07%	209
2023 Q3	$820K	Buy	18,102 +2,836	+19%	+$132K	0.06%	215
2023 Q2	$720K	Buy	15,266 +4,013	+36%	+$191K	0.08%	127
2023 Q1	$541K	Buy	11,253 +407	+4%	+$19.4K	0.07%	139
2022 Q4	$507K	Buy	+10,846	New	+$505K	0.07%	139