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BBA
Braun-Bostich & Associates’s
iShares ESG Aware US Aggregate Bond ETF
EAGG
Stock Holding History
Braun-Bostich & Associates’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
2026
Q1
$389K
Buy
8,179
+589
+8%
+$28.2K
0.24%
70
2025
Q4
$363K
Buy
7,590
+508
+7%
+$24.4K
0.22%
75
2025
Q3
$340K
Buy
7,082
+168
+2%
+$7.99K
0.21%
80
2025
Q2
$329K
Sell
6,914
-218
-3%
-$10.2K
0.22%
80
2025
Q1
$339K
Buy
7,132
+1,088
+18%
+$51K
0.25%
75
2024
Q4
$281K
Sell
6,044
-420
-6%
-$19.8K
0.2%
81
2024
Q3
$314K
Buy
6,464
+692
+12%
+$33.1K
0.22%
76
2024
Q2
$269K
Buy
+5,772
New
+$268K
0.2%
84
2020
Q3
–
Sell
-149
Closed
-$8K
–
250
2020
Q2
$8K
Sell
149
-260
-64%
-$14.6K
0.01%
233
2020
Q1
$23K
Sell
409
-121
-23%
-$6.59K
0.03%
150
2019
Q4
$28K
Buy
+530
New
+$28.5K
0.03%
164
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24.88%
1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Mercer Global Advisors
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$67.6B AUM
18.3%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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