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Ishares Tr esg us agr bd shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial 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 Valeo Financial 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $976k 21k 45.83
2023-12-31 $981k 21k 47.74
2023-09-30 $931k 21k 45.30
2023-06-30 $876k 19k 47.17
2023-03-31 $896k 19k 48.06

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View all positions for Valeo Financial Advisors

Top funds holding Ishares Tr esg us agr bd

Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Wells Fargo & Company
Raymond James & Associates
CWM
Alesco Advisors
M^T Bank Corporation
Private Ocean
Advisor Group Holdings
Betterment
Bank of New York Mellon
SigFig Wealth Management

View all funds holding Ishares Tr esg us agr bd