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Ishares Tr esg us agr bd shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $316k 6.6k 47.85

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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
Envestnet Portfolio Solutions
Keybank National Association
Commonwealth Equity Services
SigFig Wealth Management

View all funds holding Ishares Tr esg us agr bd