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Richard P. Slaughter Associates’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Richard P. Slaughter 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
Q3 		– Sell
-7,394
Closed -$345K – 150
2024
Q2 		$345K Sell
7,394
-63
-0.8% -$2.92K 0.08% 118
2024
Q1 		$351K Buy
7,457
+620
+9% +$29.2K 0.09% 123
2023
Q4 		$326K Sell
6,837
-380
-5% -$17.4K 0.08% 122
2023
Q3 		$327K Sell
7,217
-6,487
-47% -$301K 0.09% 116
2023
Q2 		$646K Buy
13,704
+482
+4% +$23K 0.19% 99
2023
Q1 		$635K Buy
13,222
+6,568
+99% +$313K 0.21% 95
2022
Q4 		$311K Buy
6,654
+524
+9% +$24.4K 0.1% 116
2022
Q3 		$284K Buy
+6,130
New +$299K 0.12% 117

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 $1.47T 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 $5.7T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return