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Better Money Decisions’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Better Money Decisions’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 		$2.14M Buy
44,950
+1,733
+4% +$81.4K 1.3% 16
2025
Q1 		$2.05M Buy
43,217
+3,509
+9% +$164K 1.37% 16
2024
Q4 		$1.84M Buy
39,708
+413
+1% +$19.5K 1.28% 16
2024
Q3 		$1.91M Buy
39,295
+3,042
+8% +$146K 1.35% 15
2024
Q2 		$1.69M Buy
36,253
+2,059
+6% +$95.5K 1.27% 16
2024
Q1 		$1.61M Buy
34,194
+934
+3% +$43.9K 1.28% 16
2023
Q4 		$1.59M Sell
33,260
-700
-2% -$32.1K 1.32% 16
2023
Q3 		$1.54M Buy
33,960
+270
+0.8% +$12.5K 1.35% 16
2023
Q2 		$1.59M Buy
33,690
+2,662
+9% +$127K 1.3% 16
2023
Q1 		$1.49M Buy
31,028
+8,116
+35% +$387K 1.26% 17
2022
Q4 		$1.07M Buy
22,912
+1,957
+9% +$91.2K 0.93% 24
2022
Q3 		$973K Buy
20,955
+1,058
+5% +$51.5K 0.95% 23
2022
Q2 		$974K Buy
19,897
+7,281
+58% +$360K 0.82% 22
2022
Q1 		$652K Sell
12,616
-1,194
-9% -$63.3K 0.61% 31
2021
Q4 		$762K Buy
13,810
+1,489
+12% +$81.9K 0.64% 29
2021
Q3 		$679K Buy
12,321
+1,198
+11% +$66.7K 0.56% 33
2021
Q2 		$615K Buy
11,123
+4,563
+70% +$251K 0.55% 30
2021
Q1 		$359K Buy
+6,560
New +$364K 0.37% 42

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 $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Better Money Decisions's EAGG Position: Q2 2025 in Review

Better Money Decisions increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 4% in Q2 2025, buying an estimated $81.4K and bringing the position to 44,950 shares worth $2.14M. The position accounts for 1.3% of the portfolio, ranked #16.

Better Money Decisions first reported a position in EAGG in Q1 2021 and has held it in 18 quarters since. 415 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • Better Money Decisions held 44,950 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.14M as of Q2 2025.
  • Better Money Decisions bought 1,733 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $81.4K.
  • iShares ESG Aware US Aggregate Bond ETF made up 1.3% of Better Money Decisions's portfolio in Q2 2025, its #16 holding.
  • Better Money Decisions first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • 415 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.