Stratos Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Stratos Wealth 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
2025 Q1	–	Sell	-13,439	Closed	-$624K	–	686
2024 Q4	$624K	Buy	13,439 +127	+1%	+$6K	0.03%	417
2024 Q3	$647K	Sell	13,312 -4,727	-26%	-$226K	0.03%	438
2024 Q2	$841K	Buy	18,039 +1,289	+8%	+$59.8K	0.04%	365
2024 Q1	$788K	Sell	16,750 -1,402	-8%	-$66K	0.05%	371
2023 Q4	$867K	Sell	18,152 -186	-1%	-$8.52K	0.05%	358
2023 Q3	$831K	Buy	18,338 +4,743	+35%	+$220K	0.05%	344
2023 Q2	$641K	Sell	13,595 -62	-0.5%	-$2.95K	0.05%	385
2023 Q1	$656K	Buy	+13,657	New	+$651K	0.05%	372

Other funds holding EAGG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return