Bogart Wealth LLC Has $1.89 Million Stake in iShares ESG Aware U.S. Aggregate Bond ETF (NYSEARCA:EAGG)

Bogart Wealth LLC boosted its holdings in iShares ESG Aware U.S. Aggregate Bond ETF (NYSEARCA:EAGG) by 4.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,673 shares of the company’s stock after purchasing an additional 1,575 shares during the period. Bogart Wealth LLC owned about 0.05% of iShares ESG Aware U.S. Aggregate Bond ETF worth $1,889,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in EAGG. GPS Wealth Strategies Group LLC grew its holdings in shares of iShares ESG Aware U.S. Aggregate Bond ETF by 27.8% in the 4th quarter. GPS Wealth Strategies Group LLC now owns 1,057 shares of the company’s stock valued at $49,000 after acquiring an additional 230 shares in the last quarter. Captrust Financial Advisors boosted its position in iShares ESG Aware U.S. Aggregate Bond ETF by 3.3% during the third quarter. Captrust Financial Advisors now owns 11,489 shares of the company’s stock valued at $558,000 after purchasing an additional 370 shares during the last quarter. BNP Paribas Financial Markets grew its stake in iShares ESG Aware U.S. Aggregate Bond ETF by 35.0% in the third quarter. BNP Paribas Financial Markets now owns 1,709 shares of the company’s stock valued at $83,000 after purchasing an additional 443 shares in the last quarter. ETF Portfolio Partners Inc. increased its position in shares of iShares ESG Aware U.S. Aggregate Bond ETF by 6.8% during the 4th quarter. ETF Portfolio Partners Inc. now owns 7,250 shares of the company’s stock worth $337,000 after purchasing an additional 460 shares during the last quarter. Finally, Wilmington Savings Fund Society FSB acquired a new position in shares of iShares ESG Aware U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $26,000.

iShares ESG Aware U.S. Aggregate Bond ETF Price Performance

NYSEARCA EAGG opened at $46.68 on Friday. iShares ESG Aware U.S. Aggregate Bond ETF has a 12 month low of $45.55 and a 12 month high of $48.95. The stock has a 50 day moving average of $46.60 and a 200-day moving average of $47.40.

iShares ESG Aware U.S. Aggregate Bond ETF Company Profile

The iShares ESG U.S. Aggregate Bond ETF (EAGG) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of US dollar-denominated bonds from issuers evaluated for favorable ESG practices. EAGG was launched on Oct 18, 2018 and is managed by BlackRock.