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Bigelow Investment Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Bigelow Investment 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 		– Sell
-4,839
Closed -$237K – 140
2022
Q2 		$237K Sell
4,839
-66
-1% -$3.27K 0.13% 131
2022
Q1 		$253K Hold
4,905
– – 0.12% 133
2021
Q4 		$271K Sell
4,905
-620
-11% -$34.1K 0.12% 128
2021
Q3 		$305K Buy
5,525
+317
+6% +$17.6K 0.15% 117
2021
Q2 		$288K Hold
5,208
– – 0.14% 121
2021
Q1 		$285K Buy
5,208
+436
+9% +$24.2K 0.14% 122
2020
Q4 		$270K Buy
4,772
+410
+9% +$23.1K 0.14% 127
2020
Q3 		$246K Buy
4,362
+162
+4% +$9.2K 0.15% 128
2020
Q2 		$238K Buy
+4,200
New +$235K 0.15% 126

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 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

Bigelow Investment Advisors's EAGG Position: Q3 2022 in Review

Bigelow Investment Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2022, closing a stake of 4,839 shares — an estimated $237K sold.

Bigelow Investment Advisors first reported a position in EAGG in Q2 2020 and held it in 9 quarters. The position peaked at $305K in Q3 2021. 264 funds tracked by Wall St. Rank hold EAGG as of Q3 2022.

  • Bigelow Investment Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Bigelow Investment Advisors sold 4,839 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2022, an estimated $237K.
  • Bigelow Investment Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and held it in 9 quarters.
  • Bigelow Investment Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $305K in Q3 2021.
  • 264 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2022.

Based on Bigelow Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.