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Ashton Thomas Private Wealth’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Ashton Thomas Private Wealth’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 		$258K Sell
5,433
-856
-14% -$40.6K 0.01% 1040
2026
Q1 		$299K Buy
6,289
+487
+8% +$23.3K 0.01% 886
2025
Q4 		$278K Sell
5,802
-362
-6% -$17.4K 0.01% 841
2025
Q3 		$296K Buy
6,164
+417
+7% +$19.8K 0.01% 803
2025
Q2 		$273K Buy
+5,747
New +$270K 0.01% 711

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

Ashton Thomas Private Wealth's EAGG Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 14% in Q2 2026, selling an estimated $40.6K and leaving 5,433 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #1040.

Ashton Thomas Private Wealth first reported a position in EAGG in Q2 2025 and has held it in 5 quarters since. The position peaked at $299K in Q1 2026. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Ashton Thomas Private Wealth held 5,433 shares of iShares ESG Aware US Aggregate Bond ETF worth $258K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 856 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $40.6K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1040 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Ashton Thomas Private Wealth's iShares ESG Aware US Aggregate Bond ETF position peaked at $299K in Q1 2026.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.