LS
EAGG icon

Leelyn Smith’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Leelyn Smith’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
-194
Closed -$9.07K – 187
2022
Q4 		$9.07K Hold
194
– – ﹤0.01% 329
2022
Q3 		$9K Hold
194
– – ﹤0.01% 296
2022
Q2 		$9K Buy
+194
New +$9.61K ﹤0.01% 293

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

Leelyn Smith's EAGG Position: Q1 2023 in Review

Leelyn Smith sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2023, closing a stake of 194 shares — an estimated $9.07K sold.

Leelyn Smith first reported a position in EAGG in Q2 2022 and held it in 3 quarters. The position peaked at $9.07K in Q4 2022. 312 funds tracked by Wall St. Rank hold EAGG as of Q1 2023.

  • Leelyn Smith reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 194 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2023, an estimated $9.07K.
  • Leelyn Smith first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and held it in 3 quarters.
  • Leelyn Smith's iShares ESG Aware US Aggregate Bond ETF position peaked at $9.07K in Q4 2022.
  • 312 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.