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Apollon Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Apollon Wealth Management’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
2024
Q1 		– Sell
-4,254
Closed -$203K – 1124
2023
Q4 		$203K Buy
+4,254
New +$195K 0.01% 1006

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 $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Apollon Wealth Management's EAGG Position: Q1 2024 in Review

Apollon Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2024, closing a stake of 4,254 shares — an estimated $203K sold.

Apollon Wealth Management first reported a position in EAGG in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 362 funds tracked by Wall St. Rank hold EAGG as of Q1 2024.

  • Apollon Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 4,254 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2024, an estimated $203K.
  • Apollon Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and held it in 1 quarter.
  • Apollon Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $203K in Q4 2023.
  • 362 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2024.

Based on Apollon Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.