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Sandy Cove Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Sandy Cove 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
2022
Q2 		– Sell
-1,726
Closed -$89K – 161
2022
Q1 		$89K Buy
1,726
+2
+0.1% +$106 0.07% 133
2021
Q4 		$95K Buy
+1,724
New +$94.9K 0.08% 125

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Sandy Cove Advisors's EAGG Position: Q2 2022 in Review

Sandy Cove Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2022, closing a stake of 1,726 shares — an estimated $89K sold.

Sandy Cove Advisors first reported a position in EAGG in Q4 2021 and held it in 2 quarters. The position peaked at $95K in Q4 2021. 260 funds tracked by Wall St. Rank hold EAGG as of Q2 2022.

  • Sandy Cove Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 1,726 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2022, an estimated $89K.
  • Sandy Cove Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Sandy Cove Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $95K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.