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Cetera Advisor Networks’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Cetera Advisor Networks’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
Q1 		$6.9M Buy
146,618
+15,347
+12% +$722K 0.03% 498
2023
Q4 		$6.27M Buy
131,271
+1,445
+1% +$66.2K 0.03% 478
2023
Q3 		$5.88M Buy
129,826
+82,157
+172% +$3.81M 0.04% 452
2023
Q2 		$2.25M Buy
47,669
+3,924
+9% +$187K 0.02% 813
2023
Q1 		$2.1M Buy
43,745
+33,759
+338% +$1.61M 0.02% 815
2022
Q4 		$467K Buy
+9,986
New +$465K ﹤0.01% 1692
2022
Q1 		– Sell
-39,887
Closed -$2.2M – 2094
2021
Q4 		$2.2M Buy
39,887
+1,372
+4% +$75.5K 0.03% 566
2021
Q3 		$2.12M Buy
38,515
+4,292
+13% +$239K 0.03% 533
2021
Q2 		$1.89M Sell
34,223
-2,237
-6% -$123K 0.03% 559
2021
Q1 		$2M Buy
+36,460
New +$2.02M 0.04% 372
2020
Q4 		– Sell
-23,146
Closed -$1.31M – 1358
2020
Q3 		$1.31M Buy
23,146
+5,070
+28% +$288K 0.03% 401
2020
Q2 		$1.02M Buy
+18,076
New +$1.01M 0.03% 463

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Advisor Networks's EAGG Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 12% in Q1 2024, buying an estimated $722K and bringing the position to 146,618 shares worth $6.9M. The position accounts for 0.03% of the portfolio, ranked #498.

Cetera Advisor Networks first reported a position in EAGG in Q2 2020 and has held it in 12 quarters since. 362 funds tracked by Wall St. Rank hold EAGG as of Q1 2024.

  • Cetera Advisor Networks held 146,618 shares of iShares ESG Aware US Aggregate Bond ETF worth $6.9M as of Q1 2024.
  • Cetera Advisor Networks bought 15,347 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2024, an estimated $722K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #498 holding.
  • Cetera Advisor Networks first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2020 and has held it in 12 quarters since.
  • 362 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.