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American Portfolios Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

American Portfolios Advisors’s Portfolio EAGG Stock Details EAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$218K Buy
4,705
+2,512
+115% +$122K 0.01% 987
2022
Q2 		$107K Sell
2,193
-3,781
-63% -$187K ﹤0.01% 1361
2022
Q1 		$309K Sell
5,974
-4,554
-43% -$241K 0.01% 960
2021
Q4 		$581K Buy
10,528
+7,286
+225% +$401K 0.02% 677
2021
Q3 		$179K Buy
3,242
+2,291
+241% +$127K 0.01% 1163
2021
Q2 		$52.6K Sell
951
-771
-45% -$42.3K ﹤0.01% 1715
2021
Q1 		$94.2K Sell
1,722
-9,803
-85% -$543K ﹤0.01% 1341
2020
Q4 		$652K Buy
11,525
+8,310
+258% +$468K 0.03% 478
2020
Q3 		$182K Buy
+3,215
New +$183K 0.01% 834

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

American Portfolios Advisors's EAGG Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 115% in Q3 2022, buying an estimated $122K and bringing the position to 4,705 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #987.

American Portfolios Advisors first reported a position in EAGG in Q3 2020 and has held it in 9 quarters since. The position peaked at $652K in Q4 2020. 264 funds tracked by Wall St. Rank hold EAGG as of Q3 2022.

  • American Portfolios Advisors held 4,705 shares of iShares ESG Aware US Aggregate Bond ETF worth $218K as of Q3 2022.
  • American Portfolios Advisors bought 2,512 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2022, an estimated $122K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #987 holding.
  • American Portfolios Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and has held it in 9 quarters since.
  • American Portfolios Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $652K in Q4 2020.
  • 264 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.