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EAGG icon

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

Bristlecone Advisors’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
Q3 		$229K Hold
4,770
– – 0.02% 224
2025
Q2 		$227K Hold
4,770
– – 0.02% 211
2025
Q1 		$226K Hold
4,770
– – 0.02% 263
2024
Q4 		$222K Hold
4,770
– – 0.02% 266
2024
Q3 		$232K Buy
4,770
+157
+3% +$7.51K 0.02% 260
2024
Q2 		$215K Buy
+4,613
New +$214K 0.02% 268
2024
Q1 		– Sell
-4,613
Closed -$220K – 274
2023
Q4 		$220K Sell
4,613
-414
-8% -$19K 0.02% 256
2023
Q3 		$228K Sell
5,027
-55
-1% -$2.55K 0.03% 243
2023
Q2 		$240K Buy
5,082
+100
+2% +$4.76K 0.02% 243
2023
Q1 		$239K Buy
4,982
+125
+3% +$5.95K 0.03% 244
2022
Q4 		$227K Sell
4,857
-450
-8% -$21K 0.03% 240
2022
Q3 		$246K Sell
5,307
-200
-4% -$9.74K 0.03% 216
2022
Q2 		$270K Sell
5,507
-115
-2% -$5.69K 0.03% 208
2022
Q1 		$290K Buy
5,622
+1,707
+44% +$90.4K 0.04% 198
2021
Q4 		$216K Buy
+3,915
New +$215K 0.03% 222

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 $374B AUM 17.66% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bristlecone Advisors's EAGG Position: Q3 2025 in Review

Bristlecone Advisors held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q3 2025 at 4,770 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #224.

Bristlecone Advisors first reported a position in EAGG in Q4 2021 and has held it in 15 quarters since. The position peaked at $290K in Q1 2022. 417 funds tracked by Wall St. Rank hold EAGG as of Q3 2025.

  • Bristlecone Advisors held 4,770 shares of iShares ESG Aware US Aggregate Bond ETF worth $229K as of Q3 2025.
  • Bristlecone Advisors left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q3 2025.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Bristlecone Advisors's portfolio in Q3 2025, its #224 holding.
  • Bristlecone Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Bristlecone Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $290K in Q1 2022.
  • 417 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.