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Ishares Tr esg us agr bd shares owned by Swp Financial

Quarter-by-quarter ownership of Ishares Tr esg us agr bd (EAGG) shares owned by Swp Financial from 13F filings

Historical chart of Swp Financial investment in Ishares Tr esg us agr bd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg us agr bd held by Swp Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr esg us agr bd by Swp Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $237k 5.0k 47.06
2023-12-31 $234k 4.9k 47.74

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Swp Financial

Top funds holding Ishares Tr esg us agr bd

Bank of America Corporation
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
Envestnet Asset Management
BlackRock
Northern Trust
Mercer Global Advisors
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Envestnet Portfolio Solutions
Raymond James & Associates
CWM
M^T Bank Corporation

View all funds holding Ishares Tr esg us agr bd