Cetera Investment Advisers
EAGG icon

Cetera Investment Advisers’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Cetera Investment Advisers’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 		$25M Buy
526,625
+48,017
+10% +$2.3M 0.03% 597
2025
Q4 		$22.9M Sell
478,608
-5,706
-1% -$274K 0.03% 612
2025
Q3 		$23.3M Buy
484,314
+41,106
+9% +$1.95M 0.03% 584
2025
Q2 		$21.1M Buy
443,208
+16,557
+4% +$778K 0.04% 498
2025
Q1 		$20.3M Buy
426,651
+101,060
+31% +$4.74M 0.04% 463
2024
Q4 		$15.1M Buy
325,591
+18,352
+6% +$867K 0.03% 521
2024
Q3 		$14.9M Buy
307,239
+11,266
+4% +$539K 0.03% 528
2024
Q2 		$13.8M Sell
295,973
-12,366
-4% -$573K 0.03% 529
2024
Q1 		$14.5M Buy
308,339
+159,099
+107% +$7.49M 0.03% 510
2023
Q4 		$7.12M Sell
149,240
-10,760
-7% -$493K 0.06% 326
2023
Q3 		$7.25M Buy
160,000
+14,333
+10% +$665K 0.06% 299
2023
Q2 		$6.87M Buy
145,667
+3,710
+3% +$177K 0.06% 312
2023
Q1 		$6.82M Buy
141,957
+121,311
+588% +$5.78M 0.06% 302
2022
Q4 		$965K Buy
20,646
+11,620
+129% +$541K 0.01% 1005
2022
Q3 		$419K Buy
9,026
+803
+10% +$39.1K 0.01% 1070
2022
Q2 		$402K Sell
8,223
-776
-9% -$38.4K 0.01% 1234
2022
Q1 		$465K Buy
8,999
+4,471
+99% +$237K 0.01% 1207
2021
Q4 		$250K Sell
4,528
-289
-6% -$15.9K ﹤0.01% 1594
2021
Q3 		$266K Hold
4,817
– – ﹤0.01% 1510
2021
Q2 		$266K Buy
+4,817
New +$265K ﹤0.01% 1485

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

Cetera Investment Advisers's EAGG Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 10% in Q1 2026, buying an estimated $2.3M and bringing the position to 526,625 shares worth $25M. The position accounts for 0.03% of the portfolio, ranked #597.

Cetera Investment Advisers first reported a position in EAGG in Q2 2021 and has held it in 20 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Cetera Investment Advisers held 526,625 shares of iShares ESG Aware US Aggregate Bond ETF worth $25M as of Q1 2026.
  • Cetera Investment Advisers bought 48,017 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $2.3M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q1 2026, its #597 holding.
  • Cetera Investment Advisers first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.