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Dynamic Advisor Solutions’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Dynamic Advisor Solutions’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 		$2.97M Buy
62,734
+133
+0.2% +$6.3K 0.08% 245
2026
Q1 		$2.98M Buy
62,601
+2,632
+4% +$126K 0.09% 230
2025
Q4 		$2.87M Sell
59,969
-11,963
-17% -$575K 0.09% 231
2025
Q3 		$3.45M Sell
71,932
-553
-0.8% -$26.3K 0.1% 220
2025
Q2 		$3.45M Sell
72,485
-7,193
-9% -$338K 0.11% 218
2025
Q1 		$3.78M Sell
79,678
-67,716
-46% -$3.17M 0.12% 190
2024
Q4 		$6.84M Sell
147,394
-8,478
-5% -$400K 0.3% 78
2024
Q3 		$7.57M Sell
155,872
-2,817
-2% -$135K 0.23% 106
2024
Q2 		$7.4M Sell
158,689
-6,614
-4% -$307K 0.23% 98
2024
Q1 		$7.78M Buy
165,303
+18,380
+13% +$865K 0.26% 93
2023
Q4 		$6.94M Buy
146,923
+16,242
+12% +$744K 0.26% 98
2023
Q3 		$5.92M Buy
130,681
+13,702
+12% +$636K 0.28% 97
2023
Q2 		$5.52M Buy
116,979
+14,215
+14% +$677K 0.29% 97
2023
Q1 		$4.94M Buy
102,764
+5,676
+6% +$270K 0.29% 89
2022
Q4 		$4.54M Buy
97,088
+4,943
+5% +$230K 0.31% 84
2022
Q3 		$4.28M Buy
92,145
+14,067
+18% +$685K 0.33% 68
2022
Q2 		$3.82M Buy
78,078
+7,048
+10% +$349K 0.29% 80
2022
Q1 		$3.67M Buy
71,030
+20,318
+40% +$1.08M 0.26% 94
2021
Q4 		$2.8M Buy
50,712
+10,716
+27% +$590K 0.2% 120
2021
Q3 		$2.21M Buy
39,996
+14,390
+56% +$801K 0.17% 150
2021
Q2 		$1.42M Buy
25,606
+12,164
+90% +$668K 0.11% 212
2021
Q1 		$736K Buy
13,442
+5,605
+72% +$311K 0.07% 296
2020
Q4 		$443K Buy
+7,837
New +$442K 0.04% 391

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

Dynamic Advisor Solutions's EAGG Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.21% in Q2 2026, buying an estimated $6.3K and bringing the position to 62,734 shares worth $2.97M. The position accounts for 0.08% of the portfolio, ranked #245.

Dynamic Advisor Solutions first reported a position in EAGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.78M in Q1 2024. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Dynamic Advisor Solutions held 62,734 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.97M as of Q2 2026.
  • Dynamic Advisor Solutions bought 133 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $6.3K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #245 holding.
  • Dynamic Advisor Solutions first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Dynamic Advisor Solutions's iShares ESG Aware US Aggregate Bond ETF position peaked at $7.78M in Q1 2024.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.