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

Realta Investment 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
2024
Q4 		– Sell
-77
Closed -$3.67K – 354
2024
Q3 		$3.67K Sell
77
-192
-71% -$9.19K ﹤0.01% 326
2024
Q2 		$12.5K Buy
269
+23
+9% +$1.07K ﹤0.01% 660
2024
Q1 		$11.6K Buy
+246
New +$11.6K ﹤0.01% 687

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Realta Investment Advisors's EAGG Position: Q4 2024 in Review

Realta Investment Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2024, closing a stake of 77 shares — an estimated $3.67K sold.

Realta Investment Advisors first reported a position in EAGG in Q1 2024 and held it in 3 quarters. The position peaked at $12.5K in Q2 2024. 399 funds tracked by Wall St. Rank hold EAGG as of Q4 2024.

  • Realta Investment Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 77 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2024, an estimated $3.67K.
  • Realta Investment Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and held it in 3 quarters.
  • Realta Investment Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $12.5K in Q2 2024.
  • 399 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.