GFS
EAGG icon

GYL Financial Synergies’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

GYL Financial Synergies’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 		– Sell
-6,347
Closed -$303K – 372
2023
Q4 		$303K Buy
+6,347
New +$291K 0.03% 286
2022
Q4 		– Sell
-26,093
Closed -$1.21M – 219
2022
Q3 		$1.21M Buy
+26,093
New +$1.27M 0.33% 46

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

GYL Financial Synergies's EAGG Position: Q1 2024 in Review

GYL Financial Synergies sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2024, closing a stake of 6,347 shares — an estimated $303K sold.

GYL Financial Synergies first reported a position in EAGG in Q3 2022 and held it in 2 quarters. The position peaked at $1.21M in Q3 2022. 363 funds tracked by Wall St. Rank hold EAGG as of Q1 2024.

  • GYL Financial Synergies reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • GYL Financial Synergies sold 6,347 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2024, an estimated $303K.
  • GYL Financial Synergies first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2022 and held it in 2 quarters.
  • GYL Financial Synergies's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.21M in Q3 2022.
  • 363 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2024.

Based on GYL Financial Synergies's 13F filing for Q1 2024, filed 14 May 2024.