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Benjamin Edwards Inc’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Benjamin Edwards Inc’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 		$302K Buy
6,364
+17
+0.3% +$806 ﹤0.01% 1235
2026
Q1 		$302K Buy
6,347
+470
+8% +$22.5K ﹤0.01% 1155
2025
Q4 		$281K Buy
5,877
+197
+3% +$9.47K ﹤0.01% 1141
2025
Q3 		$273K Buy
5,680
+118
+2% +$5.61K ﹤0.01% 1138
2025
Q2 		$264K Sell
5,562
-182
-3% -$8.55K ﹤0.01% 1036
2025
Q1 		$273K Buy
+5,744
New +$269K ﹤0.01% 957

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Benjamin Edwards Inc's EAGG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.27% in Q2 2026, buying an estimated $806 and bringing the position to 6,364 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Benjamin Edwards Inc first reported a position in EAGG in Q1 2025 and has held it in 6 quarters since. The position peaked at $302K in Q1 2026. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Benjamin Edwards Inc held 6,364 shares of iShares ESG Aware US Aggregate Bond ETF worth $302K as of Q2 2026.
  • Benjamin Edwards Inc bought 17 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $806.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1235 holding.
  • Benjamin Edwards Inc first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Benjamin Edwards Inc's iShares ESG Aware US Aggregate Bond ETF position peaked at $302K in Q1 2026.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.