Western Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-11,926
| Closed | -$583K | – | 818 |
|
2022
Q2 | $583K | Sell |
11,926
-1,128
| -9% | -$55.1K | 0.03% | 432 |
|
2022
Q1 | $674K | Buy |
13,054
+5,933
| +83% | +$306K | 0.03% | 439 |
|
2021
Q4 | $395K | Buy |
+7,121
| New | +$395K | 0.04% | 381 |
|
2021
Q2 | $261K | Buy |
4,714
+210
| +5% | +$11.6K | 0.03% | 534 |
|
2021
Q1 | $246K | Buy |
+4,504
| New | +$246K | 0.03% | 456 |
|