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Boston Financial Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Boston Financial 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
2023
Q1 		– Sell
-7,797
Closed -$364K – 313
2022
Q4 		$364K Hold
7,797
– – 0.01% 252
2022
Q3 		$362K Sell
7,797
-11,041
-59% -$538K 0.02% 241
2022
Q2 		$922K Buy
+18,838
New +$933K 0.04% 161

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Financial Management's EAGG Position: Q1 2023 in Review

Boston Financial Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2023, closing a stake of 7,797 shares — an estimated $364K sold.

Boston Financial Management first reported a position in EAGG in Q2 2022 and held it in 3 quarters. The position peaked at $922K in Q2 2022. 312 funds tracked by Wall St. Rank hold EAGG as of Q1 2023.

  • Boston Financial Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Boston Financial Management sold 7,797 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2023, an estimated $364K.
  • Boston Financial Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and held it in 3 quarters.
  • Boston Financial Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $922K in Q2 2022.
  • 312 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2023.

Based on Boston Financial Management's 13F filing for Q1 2023, filed 12 May 2023.