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Ladenburg Thalmann Financial Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Ladenburg Thalmann 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
2019
Q4 		$613K Buy
11,546
+4,185
+57% +$225K ﹤0.01% 1641
2019
Q3 		$399K Buy
7,361
+5,646
+329% +$304K ﹤0.01% 1938
2019
Q2 		$92K Buy
+1,715
New +$89.8K ﹤0.01% 3023

Other funds holding EAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EAGG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 57% in Q4 2019, buying an estimated $225K and bringing the position to 11,546 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Ladenburg Thalmann Financial Services first reported a position in EAGG in Q2 2019 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold EAGG as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 11,546 shares of iShares ESG Aware US Aggregate Bond ETF worth $613K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 4,185 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2019, an estimated $225K.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1641 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2019 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.