Bear Mountain Capital’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Bear Mountain Capital’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	–	Sell	-71,711	Closed	-$3.44M	–	195
2025 Q4	$3.44M	Buy	71,711 +4,356	+6%	+$209K	1.11%	17
2025 Q3	$3.26M	Buy	67,355 +4,755	+8%	+$226K	1.09%	17
2025 Q2	$2.94M	Sell	62,600 -67	-0.1%	-$3.15K	1.05%	18
2025 Q1	$2.98M	Sell	62,667 -1,467	-2%	-$68.8K	1.15%	16
2024 Q4	$2.98M	Buy	64,134 +10,463	+19%	+$494K	1.16%	16
2024 Q3	$2.57M	Buy	53,671 +1,315	+3%	+$62.9K	1.01%	18
2024 Q2	$2.47M	Buy	52,356 +2,610	+5%	+$121K	1.01%	19
2024 Q1	$2.28M	Sell	49,746 -630	-1%	-$29.6K	0.98%	17
2023 Q4	$2.38M	Buy	+50,376	New	+$2.31M	1%	17

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bear Mountain Capital's EAGG Position: Q1 2026 in Review

Bear Mountain Capital sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2026, closing a stake of 71,711 shares — an estimated $3.44M sold.

Bear Mountain Capital first reported a position in EAGG in Q4 2023 and held it in 9 quarters. The position peaked at $3.44M in Q4 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

Bear Mountain Capital reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
Bear Mountain Capital sold 71,711 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $3.44M.
Bear Mountain Capital first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and held it in 9 quarters.
Bear Mountain Capital's iShares ESG Aware US Aggregate Bond ETF position peaked at $3.44M in Q4 2025.
468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Bear Mountain Capital's 13F filing for Q1 2026, filed 12 May 2026.