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 $1.37T 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

BlackRock New York $5.7T AUM 30.48% 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return