Diversified Enterprises’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Diversified Enterprises’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	$2.69M	Buy	56,641 +4,229	+8%	+$203K	0.15%	71
2025 Q4	$2.51M	Buy	52,412 +490	+0.9%	+$23.6K	0.15%	63
2025 Q3	$2.49M	Buy	51,922 +3,898	+8%	+$185K	0.17%	56
2025 Q2	$2.28M	Buy	48,024 +18,087	+60%	+$850K	0.17%	57
2025 Q1	$1.42M	Buy	29,937 +12,563	+72%	+$589K	0.12%	69
2024 Q4	$807K	Buy	17,374 +4,850	+39%	+$229K	0.08%	91
2024 Q3	$609K	Buy	+12,524	New	+$600K	0.07%	110

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Diversified Enterprises's EAGG Position: Q1 2026 in Review

Diversified Enterprises increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 8.1% in Q1 2026, buying an estimated $203K and bringing the position to 56,641 shares worth $2.69M. The position accounts for 0.15% of the portfolio, ranked #71.

Diversified Enterprises first reported a position in EAGG in Q3 2024 and has held it in 7 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

Diversified Enterprises held 56,641 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.69M as of Q1 2026.
Diversified Enterprises bought 4,229 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $203K.
iShares ESG Aware US Aggregate Bond ETF made up 0.15% of Diversified Enterprises's portfolio in Q1 2026, its #71 holding.
Diversified Enterprises first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.