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EAGG icon

Advisornet Financial’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Advisornet Financial’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
Q1 		$332K Sell
6,975
-338
-5% -$16.2K 0.02% 491
2025
Q4 		$350K Buy
7,313
+733
+11% +$35.2K 0.02% 470
2025
Q3 		$316K Buy
6,580
+37
+0.6% +$1.76K 0.02% 477
2025
Q2 		$311K Buy
6,543
+111
+2% +$5.21K 0.02% 473
2025
Q1 		$305K Sell
6,432
-115
-2% -$5.39K 0.02% 448
2024
Q4 		$304K Sell
6,547
-1,354
-17% -$64K 0.03% 415
2024
Q3 		$384K Buy
7,901
+1,043
+15% +$49.9K 0.03% 379
2024
Q2 		$320K Buy
6,858
+6
+0.1% +$278 0.03% 385
2024
Q1 		$322K Sell
6,852
-392
-5% -$18.4K 0.03% 379
2023
Q4 		$346K Sell
7,244
-1,527
-17% -$69.9K 0.03% 381
2023
Q3 		$397K Buy
8,771
+43
+0.5% +$2K 0.04% 336
2023
Q2 		$412K Buy
8,728
+1,926
+28% +$91.8K 0.04% 338
2023
Q1 		$327K Buy
6,802
+1,637
+32% +$78K 0.03% 366
2022
Q4 		$241K Buy
5,165
+4
+0.1% +$186 0.02% 437
2022
Q3 		$240K Buy
5,161
+502
+11% +$24.5K 0.02% 467
2022
Q2 		$228K Hold
4,659
– – 0.02% 477
2022
Q1 		$241K Buy
4,659
+1,710
+58% +$90.6K 0.02% 514
2021
Q4 		$163K Hold
2,949
– – 0.01% 650
2021
Q3 		$163K Buy
2,949
+2,604
+755% +$145K 0.01% 644
2021
Q2 		$19K Buy
345
+199
+136% +$10.9K ﹤0.01% 1239
2021
Q1 		$8K Hold
146
– – ﹤0.01% 1410
2020
Q4 		$8K Sell
146
-618
-81% -$34.8K ﹤0.01% 1336
2020
Q3 		$43K Sell
764
-961
-56% -$54.6K ﹤0.01% 891
2020
Q2 		$98K Buy
1,725
+10
+0.6% +$560 0.01% 676
2020
Q1 		$95K Buy
1,715
+1,170
+215% +$63.8K 0.01% 629
2019
Q4 		$29K Hold
545
– – ﹤0.01% 1068
2019
Q3 		$30K Hold
545
– – ﹤0.01% 1070
2019
Q2 		$29K Buy
+545
New +$28.5K ﹤0.01% 963

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Advisornet Financial's EAGG Position: Q1 2026 in Review

Advisornet Financial reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 4.6% in Q1 2026, selling an estimated $16.2K and leaving 6,975 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #491.

Advisornet Financial first reported a position in EAGG in Q2 2019 and has held it in 28 quarters since. The position peaked at $412K in Q2 2023. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Advisornet Financial held 6,975 shares of iShares ESG Aware US Aggregate Bond ETF worth $332K as of Q1 2026.
  • Advisornet Financial sold 338 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $16.2K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Advisornet Financial's portfolio in Q1 2026, its #491 holding.
  • Advisornet Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Advisornet Financial's iShares ESG Aware US Aggregate Bond ETF position peaked at $412K in Q2 2023.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.