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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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return