Balanced Rock Investment Advisors LLC EAGG Holdings History
Balanced Rock Investment Advisors LLC's iShares ESG Aware U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Balanced Rock Investment Advisors LLC held 168,426.00 shares of iShares ESG Aware U.S. Aggregate Bond ETF(EAGG), totaling $8.00 Mil. This investment constitutes 6.37% of their stock portfolio, and Balanced Rock Investment Advisors LLC now holds 0.21% of the outstanding iShares ESG Aware U.S. Aggregate Bond ETF(EAGG) stock.
The initial trade took place in 2023Q4. And since then Balanced Rock Investment Advisors LLC has made 4 purchases of EAGG, at an average price of $46.08, for a total of 171,357.00 shares. In addition, there have been 1 sales at an average price of $47.05 for 2,931.00 shares. Based on historical transaction data and EAGG's current price of $47.36, Balanced Rock Investment Advisors LLC's estimated gain on his EAGG holdings is $218,326.02, reflecting a 2.76% gain to date.
Balanced Rock Investment Advisors LLC EAGG ($47.36) Holding Chart
Balanced Rock Investment Advisors LLC EAGG ($47.36) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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