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EAGG icon

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

Cetera Advisors’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 		$1.74M Buy
36,920
+16,056
+77% +$755K 0.01% 878
2023
Q4 		$996K Sell
20,864
-1,351
-6% -$61.9K 0.01% 774
2023
Q3 		$1.01M Buy
22,215
+3,354
+18% +$156K 0.02% 725
2023
Q2 		$890K Buy
18,861
+3,022
+19% +$144K 0.01% 760
2023
Q1 		$761K Buy
+15,839
New +$754K 0.01% 809

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 Advisors's EAGG Position: Q1 2024 in Review

Cetera Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 77% in Q1 2024, buying an estimated $755K and bringing the position to 36,920 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #878.

Cetera Advisors first reported a position in EAGG in Q1 2023 and has held it in 5 quarters since. 362 funds tracked by Wall St. Rank hold EAGG as of Q1 2024.

  • Cetera Advisors held 36,920 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.74M as of Q1 2024.
  • Cetera Advisors bought 16,056 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2024, an estimated $755K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #878 holding.
  • Cetera Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 5 quarters since.
  • 362 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2024.

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