Wescott Financial Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $981K | Buy |
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|
2024
Q1 | $656K | Sell |
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|
2023
Q4 | $725K | Buy |
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|
2023
Q3 | $680K | Buy |
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|
2023
Q2 | $543K | Buy |
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|
2023
Q1 | $512K | Sell |
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|
2022
Q4 | $728K | Buy |
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|
2022
Q3 | $646K | Buy |
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|
2022
Q2 | $653K | Buy |
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|
2022
Q1 | $553K | Buy |
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|
2021
Q4 | $544K | Sell |
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|
2021
Q3 | $571K | Hold |
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|
2021
Q2 | $579K | Buy |
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|
2021
Q1 | $436K | Buy |
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|
2020
Q4 | $436K | Buy |
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