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EAGG icon

Horizon Investments’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Horizon Investments’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
Q3 		– Sell
-156
Closed -$7.22K – 847
2024
Q2 		$7.22K Buy
156
+5
+3% +$232 ﹤0.01% 669
2024
Q1 		$7.06K Buy
151
+16
+12% +$753 ﹤0.01% 652
2023
Q4 		$6.42K Hold
135
– – ﹤0.01% 641
2023
Q3 		$6.08K Buy
135
+10
+8% +$464 ﹤0.01% 662
2023
Q2 		$5.86K Buy
125
+8
+7% +$381 ﹤0.01% 642
2023
Q1 		$5.59K Buy
+117
New +$5.57K ﹤0.01% 642

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Horizon Investments's EAGG Position: Q3 2024 in Review

Horizon Investments sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2024, closing a stake of 156 shares — an estimated $7.22K sold.

Horizon Investments first reported a position in EAGG in Q1 2023 and held it in 6 quarters. The position peaked at $7.22K in Q2 2024. 374 funds tracked by Wall St. Rank hold EAGG as of Q3 2024.

  • Horizon Investments reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Horizon Investments sold 156 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2024, an estimated $7.22K.
  • Horizon Investments first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and held it in 6 quarters.
  • Horizon Investments's iShares ESG Aware US Aggregate Bond ETF position peaked at $7.22K in Q2 2024.
  • 374 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2024.

Based on Horizon Investments's 13F filing for Q3 2024, filed 13 Nov 2024.