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

Atria Wealth Solutions’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
2025 Q2	$432K	Sell	9,084 -95,579	-91%	-$4.49M	0.01%	981
2025 Q1	$4.97M	Buy	104,663 +28,632	+38%	+$1.34M	0.06%	337
2024 Q4	$3.53M	Sell	76,031 -2,981	-4%	-$141K	0.04%	452
2024 Q3	$3.84M	Buy	79,012 +1,585	+2%	+$75.9K	0.04%	415
2024 Q2	$3.61M	Buy	77,427 +1,444	+2%	+$66.9K	0.04%	426
2024 Q1	$3.58M	Sell	75,983 -8,234	-10%	-$387K	0.04%	435
2023 Q4	$4.02M	Sell	84,217 -3,547	-4%	-$162K	0.05%	369
2023 Q3	$3.98M	Buy	87,764 +15,508	+21%	+$719K	0.06%	348
2023 Q2	$3.41M	Buy	72,256 +1,108	+2%	+$52.8K	0.05%	393
2023 Q1	$3.42M	Buy	+71,148	New	+$3.39M	0.05%	369
2022 Q4	–	Sell	-5,520	Closed	-$256K	–	1813
2022 Q3	$256K	Buy	+5,520	New	+$269K	﹤0.01%	1396

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's EAGG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 91% in Q2 2025, selling an estimated $4.49M and leaving 9,084 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #981.

Atria Wealth Solutions first reported a position in EAGG in Q3 2022 and has held it in 11 quarters since. The position peaked at $4.97M in Q1 2025. 416 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

Atria Wealth Solutions held 9,084 shares of iShares ESG Aware US Aggregate Bond ETF worth $432K as of Q2 2025.
Atria Wealth Solutions sold 95,579 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $4.49M.
iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #981 holding.
Atria Wealth Solutions first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's iShares ESG Aware US Aggregate Bond ETF position peaked at $4.97M in Q1 2025.
416 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.