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Ally Invest Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Ally Invest 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 		$2.14M Buy
45,240
+783
+2% +$37.1K 0.13% 31
2026
Q1 		$2.11M Buy
44,457
+92
+0.2% +$4.41K 0.14% 31
2025
Q4 		$2.12M Buy
44,365
+3,670
+9% +$176K 0.15% 32
2025
Q3 		$1.95M Buy
40,695
+1,717
+4% +$81.6K 0.14% 31
2025
Q2 		$1.85M Sell
38,978
-2,573
-6% -$121K 0.14% 31
2025
Q1 		$1.97M Sell
41,551
-1,430
-3% -$67K 0.17% 29
2024
Q4 		$2M Buy
42,981
+6,389
+17% +$302K 0.17% 29
2024
Q3 		$1.78M Buy
36,592
+1,575
+4% +$75.4K 0.16% 29
2024
Q2 		$1.63M Buy
35,017
+3,628
+12% +$168K 0.16% 26
2024
Q1 		$1.48M Buy
31,389
+3,867
+14% +$182K 0.15% 27
2023
Q4 		$1.31M Buy
27,522
+2,821
+11% +$129K 0.14% 26
2023
Q3 		$1.12M Buy
24,701
+10,215
+71% +$474K 0.13% 25
2023
Q2 		$683K Buy
14,486
+6,893
+91% +$328K 0.08% 29
2023
Q1 		$365K Buy
7,593
+1,678
+28% +$79.9K 0.04% 35
2022
Q4 		$276K Buy
+5,915
New +$276K 0.03% 31

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

Ally Invest Advisors's EAGG Position: Q2 2026 in Review

Ally Invest Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.8% in Q2 2026, buying an estimated $37.1K and bringing the position to 45,240 shares worth $2.14M. The position accounts for 0.13% of the portfolio, ranked #31.

Ally Invest Advisors first reported a position in EAGG in Q4 2022 and has held it in 15 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Ally Invest Advisors held 45,240 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.14M as of Q2 2026.
  • Ally Invest Advisors bought 783 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $37.1K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.13% of Ally Invest Advisors's portfolio in Q2 2026, its #31 holding.
  • Ally Invest Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.