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Stonebridge Financial Planning Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Stonebridge Financial Planning Group’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
2021
Q2 		– Sell
-1,075
Closed -$59K – 427
2021
Q1 		$59K Buy
1,075
+175
+19% +$9.7K 0.03% 196
2020
Q4 		$51K Hold
900
– – 0.03% 195
2020
Q3 		$51K Buy
+900
New +$51.1K 0.04% 183

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Stonebridge Financial Planning Group's EAGG Position: Q2 2021 in Review

Stonebridge Financial Planning Group sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2021, closing a stake of 1,075 shares — an estimated $59K sold.

Stonebridge Financial Planning Group first reported a position in EAGG in Q3 2020 and held it in 3 quarters. The position peaked at $59K in Q1 2021. 169 funds tracked by Wall St. Rank hold EAGG as of Q2 2021.

  • Stonebridge Financial Planning Group reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,075 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2021, an estimated $59K.
  • Stonebridge Financial Planning Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $59K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2021, filed 28 Jul 2021.