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Ishares Tr esg us agr bd shares owned by Beta Wealth

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

Historical chart of Beta Wealth 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 Beta Wealth 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 Beta Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 44k 47.85
2025-09-30 $2.1M 44k 48.03
2025-06-30 $2.1M 45k 47.54

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Top funds holding Ishares Tr esg us agr bd

Jpmorgan Chase & Co
Envestnet Asset Management
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
LPL Financial
Goldman Sachs Group
Northern Trust
Betterment
BlackRock
Raymond James Financial
M^T Bank Corporation
Keybank National Association
Commonwealth Equity Services
SigFig Wealth Management
Ameriprise Financial

View all funds holding Ishares Tr esg us agr bd