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Silicon Hills Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Silicon Hills Wealth Management’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
Q1 		– Sell
-11,474
Closed -$633K – 112
2021
Q4 		$633K Buy
11,474
+3,894
+51% +$214K 0.39% 60
2021
Q3 		$418K Buy
7,580
+1,226
+19% +$68.2K 0.29% 75
2021
Q2 		$352K Buy
+6,354
New +$349K 0.27% 69

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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Silicon Hills Wealth Management's EAGG Position: Q1 2022 in Review

Silicon Hills Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2022, closing a stake of 11,474 shares — an estimated $633K sold.

Silicon Hills Wealth Management first reported a position in EAGG in Q2 2021 and held it in 3 quarters. The position peaked at $633K in Q4 2021. 231 funds tracked by Wall St. Rank hold EAGG as of Q1 2022.

  • Silicon Hills Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 11,474 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2022, an estimated $633K.
  • Silicon Hills Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2021 and held it in 3 quarters.
  • Silicon Hills Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $633K in Q4 2021.
  • 231 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2022.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.