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Bay Colony Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Bay Colony 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
2020
Q4 		– Sell
-4,364
Closed -$246K – 288
2020
Q3 		$246K Buy
+4,364
New +$248K 0.15% 192

Other funds holding EAGG

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bay Colony Advisors's EAGG Position: Q4 2020 in Review

Bay Colony Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2020, closing a stake of 4,364 shares — an estimated $246K sold.

Bay Colony Advisors first reported a position in EAGG in Q3 2020 and held it in 1 quarter. The position peaked at $246K in Q3 2020. 138 funds tracked by Wall St. Rank hold EAGG as of Q4 2020.

  • Bay Colony Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Bay Colony Advisors sold 4,364 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2020, an estimated $246K.
  • Bay Colony Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Bay Colony Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $246K in Q3 2020.
  • 138 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2020.

Based on Bay Colony Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.