AWM
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Axxcess Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Axxcess 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
Q1 		$5.9M Buy
124,172
+7,772
+7% +$372K 0.19% 102
2025
Q4 		$5.57M Buy
116,400
+16,046
+16% +$771K 0.1% 192
2025
Q3 		$4.82M Buy
100,354
+58,347
+139% +$2.77M 0.1% 165
2025
Q2 		$2M Buy
42,007
+19,304
+85% +$907K 0.05% 296
2025
Q1 		$1.08M Sell
22,703
-480
-2% -$22.5K 0.03% 376
2024
Q4 		$1.08M Sell
23,183
-148
-0.6% -$6.99K 0.03% 391
2024
Q3 		$1.13M Sell
23,331
-235
-1% -$11.2K 0.03% 373
2024
Q2 		$1.1M Buy
23,566
+818
+4% +$37.9K 0.03% 359
2024
Q1 		$1.07M Sell
22,748
-374
-2% -$17.6K 0.03% 359
2023
Q4 		$1.1M Buy
23,122
+10,003
+76% +$458K 0.03% 335
2023
Q3 		$594K Buy
13,119
+514
+4% +$23.8K 0.02% 429
2023
Q2 		$595K Sell
12,605
-328
-3% -$15.6K 0.04% 313
2023
Q1 		$622K Buy
12,933
+850
+7% +$40.5K 0.05% 334
2022
Q4 		$565K Sell
12,083
-934
-7% -$43.5K 0.05% 336
2022
Q3 		$605K Sell
13,017
-532
-4% -$25.9K 0.06% 280
2022
Q2 		$663K Sell
13,549
-5,011
-27% -$248K 0.06% 253
2022
Q1 		$958K Buy
18,560
+2,290
+14% +$121K 0.07% 228
2021
Q4 		$898K Buy
+16,270
New +$895K 0.07% 234

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 $1.56T 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 $377B 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 $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Axxcess Wealth Management's EAGG Position: Q1 2026 in Review

Axxcess Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 6.7% in Q1 2026, buying an estimated $372K and bringing the position to 124,172 shares worth $5.9M. The position accounts for 0.19% of the portfolio, ranked #102.

Axxcess Wealth Management first reported a position in EAGG in Q4 2021 and has held it in 18 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Axxcess Wealth Management held 124,172 shares of iShares ESG Aware US Aggregate Bond ETF worth $5.9M as of Q1 2026.
  • Axxcess Wealth Management bought 7,772 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $372K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.19% of Axxcess Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Axxcess Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.