TPWA
EAGG icon

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return