Wealth Architects’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
2025
Q2
$2.92M Buy
61,412
+10,750
+21% +$511K 0.3% 51
2025
Q1
$2.41M Buy
50,662
+10,390
+26% +$493K 0.27% 55
2024
Q4
$1.87M Buy
40,272
+7,449
+23% +$346K 0.21% 59
2024
Q3
$1.59M Buy
32,823
+2,611
+9% +$127K 0.18% 63
2024
Q2
$1.41M Buy
30,212
+367
+1% +$17.1K 0.17% 64
2024
Q1
$1.4M Buy
29,845
+15,786
+112% +$743K 0.19% 59
2023
Q4
$671K Buy
+14,059
New +$671K 0.09% 95