LAM
EAGG icon

Lakewood Asset Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Lakewood Asset Management’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
2023
Q1 		– Sell
-2,030
Closed -$95K – 152
2022
Q4 		$95K Buy
+2,030
New +$94.6K 0.08% 141

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lakewood Asset Management's EAGG Position: Q1 2023 in Review

Lakewood Asset Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2023, closing a stake of 2,030 shares — an estimated $95K sold.

Lakewood Asset Management first reported a position in EAGG in Q4 2022 and held it in 1 quarter. The position peaked at $95K in Q4 2022. 312 funds tracked by Wall St. Rank hold EAGG as of Q1 2023.

  • Lakewood Asset Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 2,030 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2023, an estimated $95K.
  • Lakewood Asset Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $95K in Q4 2022.
  • 312 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.