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

Aprio 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 		$704K Sell
14,842
-2,548
-15% -$121K 0.03% 306
2026
Q1 		$827K Sell
17,390
-1,441
-8% -$69.1K 0.05% 239
2025
Q4 		$901K Sell
18,831
-3,380
-15% -$162K 0.05% 214
2025
Q3 		$1.07M Sell
22,211
-880
-4% -$41.8K 0.11% 121
2025
Q2 		$1.1M Sell
23,091
-1,847
-7% -$86.7K 0.12% 104
2025
Q1 		$1.18M Buy
24,938
+923
+4% +$43.3K 0.15% 93
2024
Q4 		$1.12M Buy
24,015
+291
+1% +$13.7K 0.16% 81
2024
Q3 		$1.15M Buy
23,724
+53
+0.2% +$2.54K 0.18% 71
2024
Q2 		$1.1M Buy
23,671
+603
+3% +$28K 0.2% 65
2024
Q1 		$1.09M Sell
23,068
-460
-2% -$21.6K 0.21% 55
2023
Q4 		$1.12M Buy
23,528
+394
+2% +$18K 0.25% 52
2023
Q3 		$1.05M Buy
23,134
+7,711
+50% +$358K 0.29% 46
2023
Q2 		$728K Buy
15,423
+602
+4% +$28.7K 0.2% 54
2023
Q1 		$712K Sell
14,821
-4,493
-23% -$214K 0.22% 48
2022
Q4 		$903K Buy
19,314
+14,067
+268% +$656K 0.32% 40
2022
Q3 		$244K Buy
+5,247
New +$256K 0.1% 88

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

Aprio Wealth Management's EAGG Position: Q2 2026 in Review

Aprio Wealth Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 15% in Q2 2026, selling an estimated $121K and leaving 14,842 shares worth $704K. The position accounts for 0.03% of the portfolio, ranked #306.

Aprio Wealth Management first reported a position in EAGG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.18M in Q1 2025. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Aprio Wealth Management held 14,842 shares of iShares ESG Aware US Aggregate Bond ETF worth $704K as of Q2 2026.
  • Aprio Wealth Management sold 2,548 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $121K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Aprio Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Aprio Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.18M in Q1 2025.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.