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

Concurrent Investment 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
2026
Q2 		$1.86M Buy
39,207
+9,939
+34% +$471K 0.02% 743
2026
Q1 		$1.39M Buy
29,268
+3,671
+14% +$176K 0.02% 739
2025
Q4 		$1.22M Buy
25,597
+17,211
+205% +$827K 0.01% 740
2025
Q3 		$403K Sell
8,386
-196
-2% -$9.32K 0.01% 1020
2025
Q2 		$408K Buy
8,582
+4,168
+94% +$196K 0.01% 930
2025
Q1 		$210K Buy
+4,414
New +$207K 0.01% 1104

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

Concurrent Investment Advisors's EAGG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 34% in Q2 2026, buying an estimated $471K and bringing the position to 39,207 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #743.

Concurrent Investment Advisors first reported a position in EAGG in Q1 2025 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Concurrent Investment Advisors held 39,207 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.86M as of Q2 2026.
  • Concurrent Investment Advisors bought 9,939 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $471K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #743 holding.
  • Concurrent Investment Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.