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

TRUE Private 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
2023 Q1	–	Sell	-5,623	Closed	-$263K	–	239
2022 Q4	$263K	Sell	5,623 -191	-3%	-$8.9K	0.04%	177
2022 Q3	$270K	Hold	5,814	–	–	0.04%	162
2022 Q2	$284K	Hold	5,814	–	–	0.04%	171
2022 Q1	$288K	Hold	5,814	–	–	0.04%	186
2021 Q4	$320K	Buy	+5,814	New	+$320K	0.05%	197
2021 Q1	–	Sell	-2,518	Closed	-$142K	–	365
2020 Q4	$142K	Hold	2,518	–	–	0.02%	232
2020 Q3	$142K	Hold	2,518	–	–	0.02%	212
2020 Q2	$142K	Hold	2,518	–	–	0.03%	202
2020 Q1	$139K	Buy	2,518 +1,840	+271%	+$100K	0.03%	164
2019 Q4	$36K	Buy	+678	New	+$36.5K	0.01%	405

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRUE Private Wealth Advisors's EAGG Position: Q1 2023 in Review

TRUE Private Wealth Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2023, closing a stake of 5,623 shares — an estimated $263K sold.

TRUE Private Wealth Advisors first reported a position in EAGG in Q4 2019 and held it in 10 quarters. The position peaked at $320K in Q4 2021. 312 funds tracked by Wall St. Rank hold EAGG as of Q1 2023.

TRUE Private Wealth Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
TRUE Private Wealth Advisors sold 5,623 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2023, an estimated $263K.
TRUE Private Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2019 and held it in 10 quarters.
TRUE Private Wealth Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $320K in Q4 2021.
312 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2023.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.