Coldstream Capital Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Coldstream Capital Management’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	–	Sell	-5,483	Closed	-$261K	–	1243
2026 Q1	$261K	Sell	5,483 -8,064	-60%	-$386K	﹤0.01%	1007
2025 Q4	$648K	Buy	13,547 +124	+0.9%	+$5.96K	0.01%	607
2025 Q3	$645K	Buy	13,423 +6,154	+85%	+$293K	0.01%	629
2025 Q2	$346K	Buy	7,269 +6,154	+552%	+$289K	0.01%	813
2025 Q1	$52.9K	Buy	+1,115	New	+$52.3K	﹤0.01%	1681

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Coldstream Capital Management's EAGG Position: Q2 2026 in Review

Coldstream Capital Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 5,483 shares — an estimated $261K sold.

Coldstream Capital Management first reported a position in EAGG in Q1 2025 and held it in 5 quarters. The position peaked at $648K in Q4 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Coldstream Capital Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Coldstream Capital Management sold 5,483 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $261K.
Coldstream Capital Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and held it in 5 quarters.
Coldstream Capital Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $648K in Q4 2025.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.