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Blue Barn Wealth’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Blue Barn Wealth’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
Q4 		– Sell
-11,757
Closed -$565K – 80
2025
Q3 		$565K Buy
11,757
+2,985
+34% +$142K 0.25% 60
2025
Q2 		$417K Sell
8,772
-197
-2% -$9.25K 0.2% 78
2025
Q1 		$426K Sell
8,969
-136
-1% -$6.37K 0.22% 71
2024
Q4 		$423K Buy
9,105
+281
+3% +$13.3K 0.22% 72
2024
Q3 		$429K Buy
8,824
+303
+4% +$14.5K 0.22% 73
2024
Q2 		$397K Buy
8,521
+4
+0% +$185 0.22% 71
2024
Q1 		$401K Buy
8,517
+43
+0.5% +$2.02K 0.22% 71
2023
Q4 		$405K Buy
8,474
+78
+0.9% +$3.57K 0.24% 68
2023
Q3 		$380K Buy
8,396
+550
+7% +$25.5K 0.25% 68
2023
Q2 		$370K Sell
7,846
-1,543
-16% -$73.5K 0.24% 73
2023
Q1 		$451K Sell
9,389
-184
-2% -$8.76K 0.28% 64
2022
Q4 		$447K Sell
9,573
-2,125
-18% -$99K 0.29% 58
2022
Q3 		$543K Hold
11,698
– – 0.39% 44
2022
Q2 		$573K Buy
11,698
+537
+5% +$26.6K 0.44% 43
2022
Q1 		$576K Hold
11,161
– – 0.4% 43
2021
Q4 		$616K Buy
11,161
+1,367
+14% +$75.2K 0.42% 43
2021
Q3 		$540K Hold
9,794
– – 0.47% 42
2021
Q2 		$542K Buy
+9,794
New +$538K 0.56% 39

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Blue Barn Wealth's EAGG Position: Q4 2025 in Review

Blue Barn Wealth sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q4 2025, closing a stake of 11,757 shares — an estimated $565K sold.

Blue Barn Wealth first reported a position in EAGG in Q2 2021 and held it in 18 quarters. The position peaked at $616K in Q4 2021. 451 funds tracked by Wall St. Rank hold EAGG as of Q4 2025.

  • Blue Barn Wealth reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 11,757 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2025, an estimated $565K.
  • Blue Barn Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2021 and held it in 18 quarters.
  • Blue Barn Wealth's iShares ESG Aware US Aggregate Bond ETF position peaked at $616K in Q4 2021.
  • 451 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.