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

Sugarloaf 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 Q4	$5.25K	Sell	113 -2,658	-96%	-$126K	﹤0.01%	568
2024 Q3	$135K	Sell	2,771 -249	-8%	-$11.9K	0.03%	211
2024 Q2	$141K	Hold	3,020	–	–	0.03%	199
2024 Q1	$142K	Sell	3,020 -265	-8%	-$12.5K	0.03%	195
2023 Q4	$157K	Hold	3,285	–	–	0.04%	176
2023 Q3	$149K	Buy	+3,285	New	+$152K	0.04%	170
2022 Q3	–	Sell	-1,746	Closed	-$85K	–	847
2022 Q2	$85K	Hold	1,746	–	–	0.02%	212
2022 Q1	$90K	Hold	1,746	–	–	0.02%	201
2021 Q4	$96K	Hold	1,746	–	–	0.02%	206
2021 Q3	$96K	Hold	1,746	–	–	0.03%	198
2021 Q2	$97K	Sell	1,746 -430	-20%	-$23.6K	0.03%	195
2021 Q1	$74	Buy	2,176 +817	+60%	+$45.3K	0.02%	223
2020 Q4	$77K	Buy	1,359 +293	+27%	+$16.5K	0.03%	201
2020 Q3	$64K	Buy	+1,066	New	+$60.5K	0.02%	199

Other funds holding EAGG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Sugarloaf Wealth Management's EAGG Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 96% in Q4 2024, selling an estimated $126K and leaving 113 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Sugarloaf Wealth Management first reported a position in EAGG in Q3 2020 and has held it in 14 quarters since. The position peaked at $157K in Q4 2023. 399 funds tracked by Wall St. Rank hold EAGG as of Q4 2024.

Sugarloaf Wealth Management held 113 shares of iShares ESG Aware US Aggregate Bond ETF worth $5.25K as of Q4 2024.
Sugarloaf Wealth Management sold 2,658 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2024, an estimated $126K.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #568 holding.
Sugarloaf Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and has held it in 14 quarters since.
Sugarloaf Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $157K in Q4 2023.
399 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.