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 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 22.9% 1-Year Est. Return

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stratos Wealth Advisors's EAGG Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2025, closing a stake of 13,439 shares — an estimated $624K sold.

Stratos Wealth Advisors first reported a position in EAGG in Q1 2023 and held it in 8 quarters. The position peaked at $867K in Q4 2023. 415 funds tracked by Wall St. Rank hold EAGG as of Q1 2025.

Stratos Wealth Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 13,439 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2025, an estimated $624K.
Stratos Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and held it in 8 quarters.
Stratos Wealth Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $867K in Q4 2023.
415 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.