Ishares Tr esg us agr bd shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr esg us agr bd (EAGG) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr esg us agr bd
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Ishares Tr esg us agr bd by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.5M | 93k | 47.74 |
| 2023-09-30 | $929k | 21k | 45.30 |
| 2023-06-30 | $761k | 17k | 44.65 |
| 2023-03-31 | $234k | 2.0k | 116.18 |
| 2022-12-31 | $878k | 19k | 46.74 |
| 2022-09-30 | $591k | 13k | 46.46 |
| 2022-06-30 | $3.5M | 71k | 48.94 |
| 2022-03-31 | $4.5M | 86k | 51.64 |
| 2021-12-31 | $208k | 3.8k | 55.32 |