HFS
EAGG icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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