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Ishares Tr esg us agr bd shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Ishares Tr esg us agr bd (EAGG) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.5M 139k 46.61
2024-03-31 $5.9M 126k 47.06

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Pimco Equity Ser Rafi Esg Us (RAFE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Egsadvncdmsci Em (EMXF)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

Top funds holding Ishares Tr esg us agr bd

Bank of America Corporation
Jpmorgan Chase & Co
Envestnet Asset Management
BlackRock
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
Raymond James & Associates
Envestnet Portfolio Solutions
M^T Bank Corporation
Keybank National Association
Private Ocean
SigFig Wealth Management

View all funds holding Ishares Tr esg us agr bd