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Wingate Wealth Advisors’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
$1.58M Sell
33,340
-3,985
-11% -$189K 1.41% 25
2025
Q1
$1.77M Sell
37,325
-726
-2% -$34.5K 2.04% 14
2024
Q4
$1.77M Buy
+38,051
New +$1.77M 1.74% 16