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Shine Investment Advisory Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$795K Buy
14,070
+207
+1% +$11.8K 0.27% 49
2020
Q2 		$784K Buy
13,863
+1,853
+15% +$104K 0.29% 51
2020
Q1 		$666K Buy
12,010
+3,146
+35% +$171K 0.31% 54
2019
Q4 		$475K Buy
+8,864
New +$477K 0.19% 70

Other funds holding EAGG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Shine Investment Advisory Services's EAGG Position: Q3 2020 in Review

Shine Investment Advisory Services increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.5% in Q3 2020, buying an estimated $11.8K and bringing the position to 14,070 shares worth $795K. The position accounts for 0.27% of the portfolio, ranked #49.

Shine Investment Advisory Services first reported a position in EAGG in Q4 2019 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold EAGG as of Q3 2020.

  • Shine Investment Advisory Services held 14,070 shares of iShares ESG Aware US Aggregate Bond ETF worth $795K as of Q3 2020.
  • Shine Investment Advisory Services bought 207 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2020, an estimated $11.8K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.27% of Shine Investment Advisory Services's portfolio in Q3 2020, its #49 holding.
  • Shine Investment Advisory Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.