WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $2.45M | Buy |
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|
2023
Q2 | $2.38M | Sell |
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|
2023
Q1 | $2.45M | Buy |
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|
2022
Q4 | $596K | Sell |
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|
2022
Q3 | $629K | Buy |
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|
2022
Q2 | $466K | Buy |
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|
2022
Q1 | $417K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $325K | Sell |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $1.83M | Buy |
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|
2019
Q4 | $1.23M | Buy |
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