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Householder Group Estate & Retirement Specialist’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2022
Q4 		– Sell
-215
Closed -$9K – 510
2022
Q3 		$9K Buy
+215
New +$10.5K ﹤0.01% 739

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EAGG Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2022, closing a stake of 215 shares — an estimated $9K sold.

Householder Group Estate & Retirement Specialist first reported a position in EAGG in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 283 funds tracked by Wall St. Rank hold EAGG as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 215 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2022, an estimated $9K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares ESG Aware US Aggregate Bond ETF position peaked at $9K in Q3 2022.
  • 283 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.