HBC Financial Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

HBC Financial Services’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	$51K	Hold	1,115	–	–	0.03%	72
2024 Q3	$52K	Hold	1,115	–	–	0.03%	77
2024 Q2	$52K	Hold	1,115	–	–	0.03%	72
2024 Q1	$51K	Hold	1,115	–	–	0.03%	68
2023 Q4	$53K	Hold	1,115	–	–	0.04%	64
2023 Q3	$50K	Hold	1,115	–	–	0.04%	59
2023 Q2	$52K	Hold	1,115	–	–	0.04%	62
2023 Q1	$53K	Hold	1,115	–	–	0.04%	66
2022 Q4	$52K	Hold	1,115	–	–	0.04%	63
2022 Q3	$51K	Hold	1,115	–	–	0.04%	55
2022 Q2	$54K	Buy	+1,115	New	+$55.2K	0.04%	50

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

BlackRock New York $6.73T AUM 46.02% 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

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

HBC Financial Services's EAGG Position: Q4 2024 in Review

HBC Financial Services held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q4 2024 at 1,115 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #72.

HBC Financial Services first reported a position in EAGG in Q2 2022 and has held it in 11 quarters since. The position peaked at $54K in Q2 2022. 400 funds tracked by Wall St. Rank hold EAGG as of Q4 2024.

HBC Financial Services held 1,115 shares of iShares ESG Aware US Aggregate Bond ETF worth $51K as of Q4 2024.
HBC Financial Services left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q4 2024.
iShares ESG Aware US Aggregate Bond ETF made up 0.03% of HBC Financial Services's portfolio in Q4 2024, its #72 holding.
HBC Financial Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and has held it in 11 quarters since.
HBC Financial Services's iShares ESG Aware US Aggregate Bond ETF position peaked at $54K in Q2 2022.
400 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.