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Endurance Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Endurance Wealth Management’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
2023
Q2 		$49K Hold
1,031
– – 0.01% 339
2023
Q1 		$50K Hold
1,031
– – 0.01% 345
2022
Q4 		$48K Sell
1,031
-218
-17% -$10.2K 0.01% 331
2022
Q3 		$58K Sell
1,249
-540
-30% -$26.3K 0.01% 304
2022
Q2 		$88K Hold
1,789
– – 0.01% 271
2022
Q1 		$92K Buy
+1,789
New +$94.8K 0.01% 281

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Endurance Wealth Management's EAGG Position: Q2 2023 in Review

Endurance Wealth Management held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2023 at 1,031 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #339.

Endurance Wealth Management first reported a position in EAGG in Q1 2022 and has held it in 6 quarters since. The position peaked at $92K in Q1 2022. 316 funds tracked by Wall St. Rank hold EAGG as of Q2 2023.

  • Endurance Wealth Management held 1,031 shares of iShares ESG Aware US Aggregate Bond ETF worth $49K as of Q2 2023.
  • Endurance Wealth Management left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2023.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #339 holding.
  • Endurance Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2022 and has held it in 6 quarters since.
  • Endurance Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $92K in Q1 2022.
  • 316 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.