BW
EAGG icon

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

Bison Wealth’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
2021
Q4 		– Sell
-2,830
Closed -$156K – 379
2021
Q3 		$156K Buy
2,830
+160
+6% +$8.9K 0.07% 253
2021
Q2 		$148K Buy
+2,670
New +$147K 0.06% 260

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bison Wealth's EAGG Position: Q4 2021 in Review

Bison Wealth sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2021, closing a stake of 2,830 shares — an estimated $156K sold.

Bison Wealth first reported a position in EAGG in Q2 2021 and held it in 2 quarters. The position peaked at $156K in Q3 2021. 234 funds tracked by Wall St. Rank hold EAGG as of Q4 2021.

  • Bison Wealth reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 2,830 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2021, an estimated $156K.
  • Bison Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2021 and held it in 2 quarters.
  • Bison Wealth's iShares ESG Aware US Aggregate Bond ETF position peaked at $156K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.