Betterment LLC
EAGG icon

Betterment LLC’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Betterment LLC’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 		$85.9M Buy
1,812,365
+152,379
+9% +$7.22M 0.15% 51
2026
Q1 		$78.9M Buy
1,659,986
+11,665
+0.7% +$559K 0.15% 52
2025
Q4 		$78.9M Buy
1,648,321
+124,961
+8% +$6.01M 0.15% 51
2025
Q3 		$73.2M Buy
1,523,360
+94,963
+7% +$4.51M 0.14% 53
2025
Q2 		$67.9M Buy
1,428,397
+273,567
+24% +$12.8M 0.14% 53
2025
Q1 		$54.8M Buy
1,154,830
+256,715
+29% +$12M 0.13% 54
2024
Q4 		$41.7M Buy
898,115
+3,256
+0.4% +$154K 0.1% 57
2024
Q3 		$43.5M Buy
894,859
+45,505
+5% +$2.18M 0.1% 57
2024
Q2 		$39.6M Buy
849,354
+411,451
+94% +$19.1M 0.1% 56
2024
Q1 		$20.6M Buy
437,903
+29,889
+7% +$1.41M 0.06% 63
2023
Q4 		$19.5M Buy
408,014
+12,701
+3% +$582K 0.06% 56
2023
Q3 		$17.9M Buy
395,313
+18,205
+5% +$845K 0.06% 55
2023
Q2 		$17.8M Buy
377,108
+77,012
+26% +$3.67M 0.06% 56
2023
Q1 		$14.4M Buy
300,096
+15,254
+5% +$727K 0.05% 56
2022
Q4 		$13.3M Buy
284,842
+25,867
+10% +$1.21M 0.05% 55
2022
Q3 		$12.7M Hold
258,975
– – 0.05% 55
2022
Q2 		$12.7M Buy
258,975
+8,716
+3% +$432K 0.05% 55
2022
Q1 		$12.9M Buy
250,259
+26,815
+12% +$1.42M 0.04% 55
2021
Q4 		$12.3M Buy
223,444
+31,251
+16% +$1.72M 0.04% 57
2021
Q3 		$10.6M Buy
192,193
+25,630
+15% +$1.43M 0.04% 60
2021
Q2 		$9.21M Buy
166,563
+50,363
+43% +$2.77M 0.03% 58
2021
Q1 		$6.36M Buy
116,200
+57,957
+100% +$3.21M 0.02% 59
2020
Q4 		$3.29M Buy
+58,243
New +$3.28M 0.01% 65

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC's EAGG Position: Q2 2026 in Review

Betterment LLC increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 9.2% in Q2 2026, buying an estimated $7.22M and bringing the position to 1,812,365 shares worth $85.9M. The position accounts for 0.15% of the portfolio, ranked #51.

Betterment LLC first reported a position in EAGG in Q4 2020 and has held it in 23 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Betterment LLC held 1,812,365 shares of iShares ESG Aware US Aggregate Bond ETF worth $85.9M as of Q2 2026.
  • Betterment LLC bought 152,379 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $7.22M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.15% of Betterment LLC's portfolio in Q2 2026, its #51 holding.
  • Betterment LLC first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.