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Ishares Tr esg us agr bd shares owned by Partnership Wealth Management

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

Historical chart of Partnership Wealth Management 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 Partnership Wealth Management 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 Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $593k 12k 48.59

More positions owned by Partnership Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Eli Lilly & Co Stock (LLY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Small-cap Etf Etf (SCZ)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Trane Technologies Stock (TT)
Pepsico Stock (PEP)
Norfolk Southn Corp Stock (NSC)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)

View all positions for Partnership Wealth Management

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