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EAGG icon

Cordasco Financial Network’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Cordasco Financial Network’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
2020
Q4 		– Sell
-63
Closed -$4K – 527
2020
Q3 		$4K Buy
+63
New +$3.58K ﹤0.01% 424

Other funds holding EAGG

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cordasco Financial Network's EAGG Position: Q4 2020 in Review

Cordasco Financial Network sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2020, closing a stake of 63 shares — an estimated $4K sold.

Cordasco Financial Network first reported a position in EAGG in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 138 funds tracked by Wall St. Rank hold EAGG as of Q4 2020.

  • Cordasco Financial Network reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Cordasco Financial Network sold 63 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2020, an estimated $4K.
  • Cordasco Financial Network first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Cordasco Financial Network's iShares ESG Aware US Aggregate Bond ETF position peaked at $4K in Q3 2020.
  • 138 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2020.

Based on Cordasco Financial Network's 13F filing for Q4 2020, filed 26 Jan 2021.