Congress Wealth Management LLC / DE / »

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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr esg us agr bd held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-03-31 $1.1M 23k 47.06
2023-12-31 $1.2M 25k 47.74
2023-06-30 $829k 18k 47.17

More positions owned by Congress Wealth Management LLC / DE /

Goldman Sachs (GS)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Communication (XLC)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Ishares Tr esg us agr bd

Bank of America Corporation
Northwestern Mutual Wealth Management Company
Jpmorgan Chase & Co
Envestnet Asset Management
BlackRock
Northern Trust
Mercer Global Advisors
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Envestnet Portfolio Solutions
Raymond James & Associates
CWM
M^T Bank Corporation

View all funds holding Ishares Tr esg us agr bd