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Accredited Investors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Accredited Investors’s Portfolio EAGG Stock Details EAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.6M Sell
286,286
-1,220
-0.4% -$57.8K 0.59% 28
2026
Q1 		$13.7M Buy
287,506
+37,706
+15% +$1.81M 0.74% 26
2025
Q4 		$12M Buy
249,800
+3,817
+2% +$183K 0.63% 30
2025
Q3 		$11.8M Buy
245,983
+8,656
+4% +$412K 0.66% 29
2025
Q2 		$11.3M Buy
237,327
+17,710
+8% +$832K 0.67% 27
2025
Q1 		$10.4M Buy
219,617
+33,685
+18% +$1.58M 0.65% 27
2024
Q4 		$8.63M Sell
185,932
-2,988
-2% -$141K 0.51% 31
2024
Q3 		$9.18M Buy
188,920
+23,796
+14% +$1.14M 0.53% 31
2024
Q2 		$7.7M Buy
165,124
+1,548
+0.9% +$71.8K 0.48% 33
2024
Q1 		$7.7M Buy
163,576
+6,122
+4% +$288K 0.49% 32
2023
Q4 		$7.52M Buy
157,454
+20,482
+15% +$938K 0.53% 33
2023
Q3 		$6.2M Buy
136,972
+3,360
+3% +$156K 0.47% 33
2023
Q2 		$6.3M Buy
133,612
+11,547
+9% +$550K 0.45% 33
2023
Q1 		$5.87M Buy
122,065
+15,748
+15% +$750K 0.45% 32
2022
Q4 		$4.97M Sell
106,317
-9,317
-8% -$434K 0.42% 33
2022
Q3 		$5.37M Buy
115,634
+8,275
+8% +$403K 0.62% 31
2022
Q2 		$5.25M Buy
107,359
+9,293
+9% +$460K 0.62% 28
2022
Q1 		$5.06M Buy
98,066
+6,409
+7% +$340K 0.46% 30
2021
Q4 		$5.06M Buy
91,657
+2,782
+3% +$153K 0.45% 27
2021
Q3 		$4.9M Buy
88,875
+13,463
+18% +$749K 0.53% 26
2021
Q2 		$4.17M Buy
75,412
+11,378
+18% +$625K 0.43% 27
2021
Q1 		$3.5M Buy
64,034
+14,026
+28% +$777K 0.47% 29
2020
Q4 		$2.83M Buy
50,008
+39,688
+385% +$2.24M 0.47% 26
2020
Q3 		$583K Buy
+10,320
New +$586K 0.12% 78

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Accredited Investors's EAGG Position: Q2 2026 in Review

Accredited Investors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.42% in Q2 2026, selling an estimated $57.8K and leaving 286,286 shares worth $13.6M. The position accounts for 0.59% of the portfolio, ranked #28.

Accredited Investors first reported a position in EAGG in Q3 2020 and has held it in 24 quarters since. The position peaked at $13.7M in Q1 2026. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Accredited Investors held 286,286 shares of iShares ESG Aware US Aggregate Bond ETF worth $13.6M as of Q2 2026.
  • Accredited Investors sold 1,220 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $57.8K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.59% of Accredited Investors's portfolio in Q2 2026, its #28 holding.
  • Accredited Investors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Accredited Investors's iShares ESG Aware US Aggregate Bond ETF position peaked at $13.7M in Q1 2026.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.