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Tilia Fiduciary Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Tilia Fiduciary Partners’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
-81
Closed -$3.82K – 204
2023
Q2 		$3.82K Buy
+81
New +$3.86K ﹤0.01% 460

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 $67.6B AUM 18.3% 1-Year Est. Return

Tilia Fiduciary Partners's EAGG Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2023, closing a stake of 81 shares — an estimated $3.82K sold.

Tilia Fiduciary Partners first reported a position in EAGG in Q2 2023 and held it in 1 quarter. The position peaked at $3.82K in Q2 2023. 327 funds tracked by Wall St. Rank hold EAGG as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 81 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2023, an estimated $3.82K.
  • Tilia Fiduciary Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Tilia Fiduciary Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $3.82K in Q2 2023.
  • 327 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.