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EAGG icon

Watson Rebecca’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Watson Rebecca’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
2020
Q3 		$1.14M Buy
20,146
+2,712
+16% +$154K 0.67% 24
2020
Q2 		$986K Buy
17,434
+366
+2% +$20.5K 0.59% 26
2020
Q1 		$958K Buy
17,068
+7,206
+73% +$393K 0.66% 27
2019
Q4 		$529K Buy
+9,862
New +$531K 0.32% 48

Other funds holding EAGG

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Watson Rebecca's EAGG Position: Q3 2020 in Review

Watson Rebecca increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 16% in Q3 2020, buying an estimated $154K and bringing the position to 20,146 shares worth $1.14M. The position accounts for 0.67% of the portfolio, ranked #24.

Watson Rebecca first reported a position in EAGG in Q4 2019 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold EAGG as of Q3 2020.

  • Watson Rebecca held 20,146 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.14M as of Q3 2020.
  • Watson Rebecca bought 2,712 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2020, an estimated $154K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.67% of Watson Rebecca's portfolio in Q3 2020, its #24 holding.
  • Watson Rebecca first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.