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

Asset One 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	$213K	Buy	+4,521	New	+$214K	0.02%	335

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

Asset One Wealth Management's EAGG Position: Q2 2026 in Review

Asset One Wealth Management opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 4,521 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #335 among its holdings.

477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Asset One Wealth Management held 4,521 shares of iShares ESG Aware US Aggregate Bond ETF worth $213K as of Q2 2026.
iShares ESG Aware US Aggregate Bond ETF was a new Asset One Wealth Management position in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Asset One Wealth Management's portfolio in Q2 2026, its #335 holding.
477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.