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TD Ameritrade Investment Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-13,517
Closed -$638K – 127
2023
Q2 		$638K Sell
13,517
-8,370
-38% -$399K 0.01% 112
2023
Q1 		$1.05M Sell
21,887
-2,582
-11% -$123K 0.01% 108
2022
Q4 		$1.14M Sell
24,469
-5,009
-17% -$233K 0.01% 108
2022
Q3 		$1.37M Sell
29,478
-6,338
-18% -$309K 0.01% 109
2022
Q2 		$1.75M Sell
35,816
-5,073
-12% -$251K 0.02% 106
2022
Q1 		$2.11M Sell
40,889
-11,313
-22% -$599K 0.02% 102
2021
Q4 		$2.88M Buy
52,202
+43,066
+471% +$2.37M 0.02% 95
2021
Q3 		$516K Sell
9,136
-27,199
-75% -$1.51M ﹤0.01% 153
2021
Q2 		$2.01M Buy
36,335
+19,825
+120% +$1.09M 0.01% 102
2021
Q1 		$933K Hold
16,510
– – 0.01% 115
2020
Q4 		$933K Buy
16,510
+7,374
+81% +$416K 0.01% 115
2020
Q3 		$516K Buy
9,136
+6,176
+209% +$351K ﹤0.01% 153
2020
Q2 		$167K Buy
2,960
+197
+7% +$11K ﹤0.01% 219
2020
Q1 		$153K Buy
2,763
+566
+26% +$30.8K ﹤0.01% 213
2019
Q4 		$118K Buy
+2,197
New +$118K ﹤0.01% 232

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

TD Ameritrade Investment Management's EAGG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2023, closing a stake of 13,517 shares — an estimated $638K sold.

TD Ameritrade Investment Management first reported a position in EAGG in Q4 2019 and held it in 15 quarters. The position peaked at $2.88M in Q4 2021. 327 funds tracked by Wall St. Rank hold EAGG as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 13,517 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2023, an estimated $638K.
  • TD Ameritrade Investment Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2019 and held it in 15 quarters.
  • TD Ameritrade Investment Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.88M in Q4 2021.
  • 327 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.