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Lane & Associates’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Lane & Associates’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
Q2 		– Sell
-4,750
Closed -$224K – 115
2024
Q1 		$224K Buy
+4,750
New +$223K 0.14% 107

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 $1.56T AUM 27.86% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lane & Associates's EAGG Position: Q2 2024 in Review

Lane & Associates sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2024, closing a stake of 4,750 shares — an estimated $224K sold.

Lane & Associates first reported a position in EAGG in Q1 2024 and held it in 1 quarter. The position peaked at $224K in Q1 2024. 364 funds tracked by Wall St. Rank hold EAGG as of Q2 2024.

  • Lane & Associates reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Lane & Associates sold 4,750 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2024, an estimated $224K.
  • Lane & Associates first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and held it in 1 quarter.
  • Lane & Associates's iShares ESG Aware US Aggregate Bond ETF position peaked at $224K in Q1 2024.
  • 364 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2024.

Based on Lane & Associates's 13F filing for Q2 2024, filed 7 Aug 2024.