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Cape Investment Advisory’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-3,484
Closed -$167K – 462
2025
Q4 		$167K Hold
3,484
– – 0.05% 227
2025
Q3 		$167K Hold
3,484
– – 0.16% 126
2025
Q2 		$166K Buy
3,484
+463
+15% +$21.7K 0.06% 203
2025
Q1 		$143K Hold
3,021
– – 0.06% 209
2024
Q4 		$140K Hold
3,021
– – 0.05% 209
2024
Q3 		$147K Buy
+3,021
New +$145K 0.06% 202

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cape Investment Advisory's EAGG Position: Q1 2026 in Review

Cape Investment Advisory sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2026, closing a stake of 3,484 shares — an estimated $167K sold.

Cape Investment Advisory first reported a position in EAGG in Q3 2024 and held it in 6 quarters. The position peaked at $167K in Q3 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Cape Investment Advisory reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 3,484 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $167K.
  • Cape Investment Advisory first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and held it in 6 quarters.
  • Cape Investment Advisory's iShares ESG Aware US Aggregate Bond ETF position peaked at $167K in Q3 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.