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IFS Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

IFS Advisors’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
2021
Q1 		– Sell
-1,051
Closed -$59K – 56
2020
Q4 		$59K Buy
+1,051
New +$59.2K 0.05% 38

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

IFS Advisors's EAGG Position: Q1 2021 in Review

IFS Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2021, closing a stake of 1,051 shares — an estimated $59K sold.

IFS Advisors first reported a position in EAGG in Q4 2020 and held it in 1 quarter. The position peaked at $59K in Q4 2020. 158 funds tracked by Wall St. Rank hold EAGG as of Q1 2021.

  • IFS Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • IFS Advisors sold 1,051 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2021, an estimated $59K.
  • IFS Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and held it in 1 quarter.
  • IFS Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $59K in Q4 2020.
  • 158 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2021.

Based on IFS Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.