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Wealthspire Advisors (New York)’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$29.4M Buy
618,907
+1,380
+0.2% +$65.6K 0.17% 66
2025
Q1
$29.3M Buy
617,527
+9,965
+2% +$473K 0.18% 66
2024
Q4
$28.2M Sell
607,562
-541,915
-47% -$25.2M 0.28% 55
2024
Q3
$55.9M Buy
+1,149,477
New +$55.9M 0.57% 37