Blueprint Investment Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Blueprint Investment Partners’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 Q2	–	Sell	-9,107	Closed	-$429K	–	132
2024 Q1	$429K	Sell	9,107 -10,884	-54%	-$512K	0.08%	92
2023 Q4	$954K	Buy	+19,991	New	+$915K	0.26%	52
2023 Q2	–	Sell	-55,942	Closed	-$2.69M	–	170
2023 Q1	$2.69M	Buy	+55,942	New	+$2.66M	0.61%	43
2021 Q4	–	Sell	-14,208	Closed	-$783K	–	248
2021 Q3	$783K	Buy	+14,208	New	+$791K	0.39%	44
2020 Q3	–	Sell	-12,204	Closed	-$690K	–	62
2020 Q2	$690K	Buy	+12,204	New	+$684K	0.44%	26

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blueprint Investment Partners's EAGG Position: Q2 2024 in Review

Blueprint Investment Partners sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2024, closing a stake of 9,107 shares — an estimated $429K sold.

Blueprint Investment Partners first reported a position in EAGG in Q2 2020 and held it in 5 quarters. The position peaked at $2.69M in Q1 2023. 364 funds tracked by Wall St. Rank hold EAGG as of Q2 2024.

Blueprint Investment Partners reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Blueprint Investment Partners sold 9,107 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2024, an estimated $429K.
Blueprint Investment Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and held it in 5 quarters.
Blueprint Investment Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.69M in Q1 2023.
364 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2024.

Based on Blueprint Investment Partners's 13F filing for Q2 2024, filed 14 Aug 2024.