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Atria Investments’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Atria Investments’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 		$422K Sell
8,911
-3,857
-30% -$183K ﹤0.01% 1613
2026
Q1 		$607K Buy
12,768
+1,833
+17% +$87.8K 0.01% 1337
2025
Q4 		$523K Sell
10,935
-358
-3% -$17.2K 0.01% 1414
2025
Q3 		$542K Buy
11,293
+4,226
+60% +$201K 0.01% 1374
2025
Q2 		$336K Buy
7,067
+1,290
+22% +$60.6K ﹤0.01% 1651
2025
Q1 		$274K Buy
5,777
+1,348
+30% +$63.2K ﹤0.01% 1663
2024
Q4 		$206K Sell
4,429
-2,831
-39% -$134K ﹤0.01% 1769
2024
Q3 		$353K Buy
7,260
+277
+4% +$13.3K ﹤0.01% 1526
2024
Q2 		$325K Buy
+6,983
New +$324K ﹤0.01% 1541

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 22.9% 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

Atria Investments's EAGG Position: Q2 2026 in Review

Atria Investments reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 30% in Q2 2026, selling an estimated $183K and leaving 8,911 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Atria Investments first reported a position in EAGG in Q2 2024 and has held it in 9 quarters since. The position peaked at $607K in Q1 2026. 480 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Atria Investments held 8,911 shares of iShares ESG Aware US Aggregate Bond ETF worth $422K as of Q2 2026.
  • Atria Investments sold 3,857 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $183K.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1613 holding.
  • Atria Investments first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's iShares ESG Aware US Aggregate Bond ETF position peaked at $607K in Q1 2026.
  • 480 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.