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Alaska Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Alaska Wealth Advisors’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 		$6.18M Buy
130,455
+1,165
+0.9% +$55.2K 0.67% 22
2026
Q1 		$6.15M Buy
129,290
+237
+0.2% +$11.4K 0.74% 19
2025
Q4 		$6.18M Buy
129,053
+1,266
+1% +$60.9K 0.79% 17
2025
Q3 		$6.14M Buy
127,787
+13,343
+12% +$634K 0.8% 18
2025
Q2 		$5.44M Sell
114,444
-12,470
-10% -$586K 0.78% 20
2025
Q1 		$6.03M Sell
126,914
-764
-0.6% -$35.8K 0.94% 19
2024
Q4 		$5.93M Buy
127,678
+2,857
+2% +$135K 0.92% 20
2024
Q3 		$6.07M Buy
124,821
+8,688
+7% +$416K 0.91% 22
2024
Q2 		$5.41M Sell
116,133
-8,857
-7% -$411K 0.84% 23
2024
Q1 		$5.88M Buy
124,990
+12,787
+11% +$602K 0.89% 23
2023
Q4 		$5.36M Sell
112,203
-735
-0.7% -$33.7K 0.89% 21
2023
Q3 		$5.12M Buy
112,938
+16,237
+17% +$753K 0.82% 20
2023
Q2 		$4.56M Buy
96,701
+10,104
+12% +$481K 0.72% 20
2023
Q1 		$4.16M Buy
86,597
+1,013
+1% +$48.3K 0.7% 20
2022
Q4 		$4M Buy
85,584
+8,654
+11% +$403K 0.72% 21
2022
Q3 		$3.57M Buy
76,930
+11,023
+17% +$537K 0.7% 22
2022
Q2 		$3.23M Sell
65,907
-319
-0.5% -$15.8K 0.64% 22
2022
Q1 		$3.42M Buy
66,226
+1,803
+3% +$95.5K 0.63% 20
2021
Q4 		$3.56M Buy
64,423
+17,188
+36% +$946K 0.63% 18
2021
Q3 		$2.6M Buy
47,235
+2,783
+6% +$155K 0.5% 19
2021
Q2 		$2.46M Buy
+44,452
New +$2.44M 0.48% 19

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

Alaska Wealth Advisors's EAGG Position: Q2 2026 in Review

Alaska Wealth Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.9% in Q2 2026, buying an estimated $55.2K and bringing the position to 130,455 shares worth $6.18M. The position accounts for 0.67% of the portfolio, ranked #22.

Alaska Wealth Advisors first reported a position in EAGG in Q2 2021 and has held it in 21 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Alaska Wealth Advisors held 130,455 shares of iShares ESG Aware US Aggregate Bond ETF worth $6.18M as of Q2 2026.
  • Alaska Wealth Advisors bought 1,165 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $55.2K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.67% of Alaska Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Alaska Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.