Ishares Tr esg us agr bd shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Ishares Tr esg us agr bd (EAGG) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Ishares Tr esg us agr bd
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Quarterly reported holdings in Ishares Tr esg us agr bd by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.8M | 37k | 47.54 |
| 2025-03-31 | $1.3M | 28k | 47.48 |
| 2024-12-31 | $1.1M | 24k | 46.44 |
| 2024-09-30 | $1.2M | 24k | 48.59 |
| 2024-03-31 | $1.1M | 23k | 47.06 |
| 2023-12-31 | $1.2M | 25k | 47.74 |
| 2023-06-30 | $829k | 18k | 47.17 |
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