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Hart & Patterson Financial Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$1.46M Buy
31,477
+2,190
+7% +$103K 0.71% 37
2024
Q3 		$1.42M Sell
29,287
-32,343
-52% -$1.55M 0.67% 36
2024
Q2 		$2.87M Sell
61,630
-3,443
-5% -$160K 1.42% 25
2024
Q1 		$3.06M Sell
65,073
-13,406
-17% -$631K 1.52% 24
2023
Q4 		$3.75M Buy
+78,479
New +$3.59M 1.95% 15

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hart & Patterson Financial Group's EAGG Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 7.5% in Q4 2024, buying an estimated $103K and bringing the position to 31,477 shares worth $1.46M. The position accounts for 0.71% of the portfolio, ranked #37.

Hart & Patterson Financial Group first reported a position in EAGG in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.75M in Q4 2023. 400 funds tracked by Wall St. Rank hold EAGG as of Q4 2024.

  • Hart & Patterson Financial Group held 31,477 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.46M as of Q4 2024.
  • Hart & Patterson Financial Group bought 2,190 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2024, an estimated $103K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.71% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #37 holding.
  • Hart & Patterson Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $3.75M in Q4 2023.
  • 400 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.