WealthShield Partners’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	$5.13K	Buy	108 +10	+10%	+$479	﹤0.01%	553
2025 Q4	$4.69K	Hold	98	–	–	﹤0.01%	528
2025 Q3	$4.71K	Hold	98	–	–	﹤0.01%	527
2025 Q2	$4.66K	Hold	98	–	–	﹤0.01%	515
2025 Q1	$4.65K	Hold	98	–	–	﹤0.01%	500
2024 Q4	$4.55K	Sell	98 -610	-86%	-$28.8K	﹤0.01%	462
2024 Q3	$34.4K	Hold	708	–	–	﹤0.01%	403
2024 Q2	$33K	Sell	708 -65	-8%	-$3.01K	0.01%	376
2024 Q1	$36.4K	Hold	773	–	–	0.01%	360
2023 Q4	$36.9K	Hold	773	–	–	0.01%	373
2023 Q3	$35K	Buy	773 +22	+3%	+$1.02K	0.01%	386
2023 Q2	$35.4K	Hold	751	–	–	0.01%	398
2023 Q1	$36.1K	Buy	+751	New	+$35.8K	0.01%	394