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AE Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

AE Wealth Management’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 		$463K Buy
9,740
+591
+6% +$28.3K ﹤0.01% 1148
2025
Q4 		$438K Buy
9,149
+3,212
+54% +$154K ﹤0.01% 1121
2025
Q3 		$285K Sell
5,937
-196
-3% -$9.32K ﹤0.01% 1201
2025
Q2 		$292K Sell
6,133
-180
-3% -$8.45K ﹤0.01% 1134
2025
Q1 		$300K Buy
6,313
+775
+14% +$36.3K ﹤0.01% 1084
2024
Q4 		$257K Sell
5,538
-1,351
-20% -$63.8K ﹤0.01% 1165
2024
Q3 		$335K Buy
6,889
+60
+0.9% +$2.87K ﹤0.01% 990
2024
Q2 		$318K Sell
6,829
-143
-2% -$6.63K ﹤0.01% 1012
2024
Q1 		$328K Sell
6,972
-12,695
-65% -$597K ﹤0.01% 935
2023
Q4 		$927K Sell
19,667
-1,145
-6% -$52.4K ﹤0.01% 1181
2023
Q3 		$943K Buy
20,812
+1,686
+9% +$78.2K 0.01% 1119
2023
Q2 		$902K Buy
19,126
+1,105
+6% +$52.6K 0.01% 1128
2023
Q1 		$866K Buy
+18,021
New +$858K 0.01% 1103

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

AE Wealth Management's EAGG Position: Q1 2026 in Review

AE Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 6.5% in Q1 2026, buying an estimated $28.3K and bringing the position to 9,740 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

AE Wealth Management first reported a position in EAGG in Q1 2023 and has held it in 13 quarters since. The position peaked at $943K in Q3 2023. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • AE Wealth Management held 9,740 shares of iShares ESG Aware US Aggregate Bond ETF worth $463K as of Q1 2026.
  • AE Wealth Management bought 591 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $28.3K.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1148 holding.
  • AE Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • AE Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $943K in Q3 2023.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.