Wealth Architects’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	$5.53M	Buy	116,374 +12,936	+13%	+$620K	0.49%	37
2025 Q4	$4.95M	Buy	103,438 +28,066	+37%	+$1.35M	0.45%	40
2025 Q3	$3.62M	Buy	75,372 +13,960	+23%	+$664K	0.34%	48
2025 Q2	$2.92M	Buy	61,412 +10,750	+21%	+$505K	0.3%	51
2025 Q1	$2.41M	Buy	50,662 +10,390	+26%	+$487K	0.27%	55
2024 Q4	$1.87M	Buy	40,272 +7,449	+23%	+$352K	0.21%	59
2024 Q3	$1.59M	Buy	32,823 +2,611	+9%	+$125K	0.18%	63
2024 Q2	$1.41M	Buy	30,212 +367	+1%	+$17K	0.17%	64
2024 Q1	$1.4M	Buy	29,845 +15,786	+112%	+$743K	0.19%	59
2023 Q4	$671K	Buy	+14,059	New	+$644K	0.09%	95