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 Q2	–	Hold	0	–	–	–	211
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 $1.55T 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

Bear Mountain Capital's EAGG Position: Q2 2026 in Review

Bear Mountain Capital held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2026 at 0 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Bear Mountain Capital first reported a position in EAGG in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.44M in Q4 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Bear Mountain Capital held 0 shares of iShares ESG Aware US Aggregate Bond ETF worth $10 as of Q2 2026.
Bear Mountain Capital left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2026.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #211 holding.
Bear Mountain Capital first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 9 quarters since.
Bear Mountain Capital's iShares ESG Aware US Aggregate Bond ETF position peaked at $3.44M in Q4 2025.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.