Coppell Advisory Solutions’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-549	Closed	-$25.5K	–	750
2024 Q4	$25.5K	Buy	549 +257	+88%	+$12.1K	﹤0.01%	784
2024 Q3	$14.2K	Hold	292	–	–	﹤0.01%	982
2024 Q2	$13.6K	Buy	+292	New	+$13.5K	﹤0.01%	916
2023 Q4	$14.9K	Sell	313 -436	-58%	-$20K	﹤0.01%	826
2023 Q3	$35K	Buy	749 +489	+188%	+$22.7K	0.01%	408
2023 Q2	$12.2K	Buy	+260	New	+$12.4K	﹤0.01%	647
2023 Q1	–	Sell	-749	Closed	-$35K	–	443
2022 Q4	$35K	Buy	+749	New	+$34.9K	0.01%	411

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Coppell Advisory Solutions's EAGG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2025, closing a stake of 549 shares — an estimated $25.5K sold.

Coppell Advisory Solutions first reported a position in EAGG in Q4 2022 and held it in 7 quarters. The position peaked at $35K in Q3 2023. 413 funds tracked by Wall St. Rank hold EAGG as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 549 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2025, an estimated $25.5K.
Coppell Advisory Solutions first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's iShares ESG Aware US Aggregate Bond ETF position peaked at $35K in Q3 2023.
413 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.