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

Alpine Bank 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 Q2	$3.01M	Sell	63,401 -590	-0.9%	-$28K	0.39%	46
2026 Q1	$3.04M	Buy	63,991 +5,881	+10%	+$282K	0.44%	37
2025 Q4	$2.78M	Buy	58,110 +27,464	+90%	+$1.32M	0.39%	39
2025 Q3	$1.47M	Buy	30,646 +9,120	+42%	+$434K	0.21%	61
2025 Q2	$1.02M	Buy	21,526 +1,579	+8%	+$74.2K	0.15%	71
2025 Q1	$947K	Buy	+19,947	New	+$935K	0.15%	72

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Alpine Bank Wealth Management's EAGG Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.92% in Q2 2026, selling an estimated $28K and leaving 63,401 shares worth $3.01M. The position accounts for 0.39% of the portfolio, ranked #46.

Alpine Bank Wealth Management first reported a position in EAGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.04M in Q1 2026. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Alpine Bank Wealth Management held 63,401 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.01M as of Q2 2026.
Alpine Bank Wealth Management sold 590 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $28K.
iShares ESG Aware US Aggregate Bond ETF made up 0.39% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #46 holding.
Alpine Bank Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Alpine Bank Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $3.04M in Q1 2026.
479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.