DAS
EAGG icon

Diversify Advisory Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Diversify Advisory Services’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 		– Sell
-6,159
Closed -$295K – 397
2025
Q4 		$295K Sell
6,159
-212
-3% -$10.2K 0.01% 762
2025
Q3 		$306K Sell
6,371
-6,164
-49% -$293K 0.01% 715
2025
Q2 		$595K Sell
12,535
-13,125
-51% -$616K 0.02% 477
2025
Q1 		$1.22M Buy
25,660
+9,467
+58% +$444K 0.08% 184
2024
Q4 		$745K Sell
16,193
-10,583
-40% -$500K 0.04% 283
2024
Q3 		$1.27M Buy
26,776
+5,480
+26% +$262K 0.07% 218
2024
Q2 		$997K Sell
21,296
-4,690
-18% -$217K 0.05% 243
2024
Q1 		$1.21M Buy
+25,986
New +$1.22M 0.07% 212

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Diversify Advisory Services's EAGG Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2026, closing a stake of 6,159 shares — an estimated $295K sold.

Diversify Advisory Services first reported a position in EAGG in Q1 2024 and held it in 8 quarters. The position peaked at $1.27M in Q3 2024. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Diversify Advisory Services reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 6,159 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $295K.
  • Diversify Advisory Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.27M in Q3 2024.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.