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Werba Rubin Papier Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Werba Rubin Papier Wealth 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
2024
Q3 		– Sell
-7,050
Closed -$329K – 195
2024
Q2 		$329K Buy
+7,050
New +$327K 0.09% 116

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Werba Rubin Papier Wealth Management's EAGG Position: Q3 2024 in Review

Werba Rubin Papier Wealth Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q3 2024, closing a stake of 7,050 shares — an estimated $329K sold.

Werba Rubin Papier Wealth Management first reported a position in EAGG in Q2 2024 and held it in 1 quarter. The position peaked at $329K in Q2 2024. 373 funds tracked by Wall St. Rank hold EAGG as of Q3 2024.

  • Werba Rubin Papier Wealth Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 7,050 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2024, an estimated $329K.
  • Werba Rubin Papier Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Werba Rubin Papier Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $329K in Q2 2024.
  • 373 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2024.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q3 2024, filed 18 Oct 2024.