Congress Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Congress Wealth 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
2025 Q2	$1.77M	Buy	37,146 +9,032	+32%	+$424K	0.02%	581
2025 Q1	$1.33M	Buy	28,114 +4,601	+20%	+$216K	0.02%	564
2024 Q4	$1.09M	Sell	23,513 -711	-3%	-$33.6K	0.02%	504
2024 Q3	$1.18M	Buy	24,224 +335	+1%	+$16K	0.02%	495
2024 Q2	$1.11M	Buy	23,889 +610	+3%	+$28.3K	0.02%	413
2024 Q1	$1.1M	Sell	23,279 -2,049	-8%	-$96.4K	0.02%	368
2023 Q4	$1.21M	Buy	+25,328	New	+$1.16M	0.02%	374
2023 Q3	–	Sell	-17,572	Closed	-$829K	–	605
2023 Q2	$829K	Buy	+17,572	New	+$837K	0.02%	358

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 22.9% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Congress Wealth Management's EAGG Position: Q2 2025 in Review

Congress Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 32% in Q2 2025, buying an estimated $424K and bringing the position to 37,146 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #581.

Congress Wealth Management first reported a position in EAGG in Q2 2023 and has held it in 8 quarters since. 417 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

Congress Wealth Management held 37,146 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.77M as of Q2 2025.
Congress Wealth Management bought 9,032 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $424K.
iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #581 holding.
Congress Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2023 and has held it in 8 quarters since.
417 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.