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

Destination 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
2026
Q2 		$22.9M Buy
482,719
+27,705
+6% +$1.31M 0.53% 59
2026
Q1 		$21.6M Buy
455,014
+20,339
+5% +$975K 0.56% 61
2025
Q4 		$20.8M Buy
434,675
+13,752
+3% +$661K 0.54% 60
2025
Q3 		$20.2M Buy
420,923
+33,079
+9% +$1.57M 0.56% 60
2025
Q2 		$18.4M Buy
387,844
+107,407
+38% +$5.04M 0.54% 62
2025
Q1 		$13.3M Buy
280,437
+2,006
+0.7% +$94K 0.42% 66
2024
Q4 		$12.9M Buy
278,431
+9,159
+3% +$433K 0.4% 66
2024
Q3 		$13.1M Buy
269,272
+3,174
+1% +$152K 0.41% 66
2024
Q2 		$12.4M Buy
266,098
+1,686
+0.6% +$78.2K 0.41% 66
2024
Q1 		$12.4M Buy
264,412
+35,051
+15% +$1.65M 0.41% 65
2023
Q4 		$10.9M Sell
229,361
-51,135
-18% -$2.34M 0.38% 66
2023
Q3 		$12.7M Buy
280,496
+8,617
+3% +$400K 0.49% 63
2023
Q2 		$12.8M Buy
271,879
+1,453
+0.5% +$69.2K 0.48% 63
2023
Q1 		$13M Buy
270,426
+30,411
+13% +$1.45M 0.49% 63
2022
Q4 		$11.2M Sell
240,015
-7,355
-3% -$343K 0.45% 63
2022
Q3 		$11.5M Buy
247,370
+43,012
+21% +$2.1M 0.48% 63
2022
Q2 		$10M Buy
+204,358
New +$10.1M 0.4% 66

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

Destination Wealth Management's EAGG Position: Q2 2026 in Review

Destination Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 6.1% in Q2 2026, buying an estimated $1.31M and bringing the position to 482,719 shares worth $22.9M. The position accounts for 0.53% of the portfolio, ranked #59.

Destination Wealth Management first reported a position in EAGG in Q2 2022 and has held it in 17 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Destination Wealth Management held 482,719 shares of iShares ESG Aware US Aggregate Bond ETF worth $22.9M as of Q2 2026.
  • Destination Wealth Management bought 27,705 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $1.31M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.53% of Destination Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Destination Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

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