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EAGG icon

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

Birchbrook’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 		$287K Buy
6,044
+124
+2% +$5.88K 0.13% 73
2026
Q1 		$282K Buy
5,920
+114
+2% +$5.46K 0.14% 69
2025
Q4 		$278K Hold
5,806
– – 0.14% 65
2025
Q3 		$279K Hold
5,806
– – 0.14% 65
2025
Q2 		$276K Sell
5,806
-36
-0.6% -$1.69K 0.15% 63
2025
Q1 		$277K Sell
5,842
-634
-10% -$29.7K 0.16% 59
2024
Q4 		$301K Sell
6,476
-254
-4% -$12K 0.17% 53
2024
Q3 		$327K Buy
6,730
+82
+1% +$3.92K 0.18% 53
2024
Q2 		$310K Sell
6,648
-514
-7% -$23.8K 0.19% 53
2024
Q1 		$337K Buy
7,162
+1,466
+26% +$69K 0.2% 52
2023
Q4 		$272K Buy
+5,696
New +$261K 0.18% 58

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

Birchbrook's EAGG Position: Q2 2026 in Review

Birchbrook increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 2.1% in Q2 2026, buying an estimated $5.88K and bringing the position to 6,044 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #73.

Birchbrook first reported a position in EAGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $337K in Q1 2024. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Birchbrook held 6,044 shares of iShares ESG Aware US Aggregate Bond ETF worth $287K as of Q2 2026.
  • Birchbrook bought 124 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $5.88K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.13% of Birchbrook's portfolio in Q2 2026, its #73 holding.
  • Birchbrook first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's iShares ESG Aware US Aggregate Bond ETF position peaked at $337K in Q1 2024.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.