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

Spire 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
2024 Q2	–	Sell	-5,906	Closed	-$278K	–	2250
2024 Q1	$278K	Buy	5,906 +318	+6%	+$15K	0.01%	685
2023 Q4	$263K	Sell	5,588 -474	-8%	-$21.7K	0.01%	687
2023 Q3	$275K	Buy	6,062 +2,198	+57%	+$102K	0.01%	612
2023 Q2	$182K	Buy	3,864 +84	+2%	+$4K	0.01%	752
2023 Q1	$182K	Sell	3,780 -1,266	-25%	-$60.3K	0.01%	755
2022 Q4	$236K	Sell	5,046 -540	-10%	-$25.2K	0.01%	513
2022 Q3	$259K	Hold	5,586	–	–	0.02%	466
2022 Q2	$273K	Sell	5,586 -1,340	-19%	-$66.3K	0.01%	659
2022 Q1	$358K	Buy	6,926 +800	+13%	+$42.4K	0.01%	669
2021 Q4	$338K	Buy	6,126 +1,816	+42%	+$99.9K	0.01%	861
2021 Q3	$238K	Buy	4,310 +3,230	+299%	+$180K	0.01%	854
2021 Q2	$60K	Buy	+1,080	New	+$59.3K	﹤0.01%	1402

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spire Wealth Management's EAGG Position: Q2 2024 in Review

Spire Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2024, closing a stake of 5,906 shares — an estimated $278K sold.

Spire Wealth Management first reported a position in EAGG in Q2 2021 and held it in 12 quarters. The position peaked at $358K in Q1 2022. 365 funds tracked by Wall St. Rank hold EAGG as of Q2 2024.

Spire Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 5,906 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2024, an estimated $278K.
Spire Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2021 and held it in 12 quarters.
Spire Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $358K in Q1 2022.
365 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.