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Elios Financial Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Elios Financial Group’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 		$872K Buy
18,341
+6,645
+57% +$312K 0.4% 57
2025
Q1 		$555K Sell
11,696
-2
-0% -$94 0.27% 67
2024
Q4 		$543K Buy
11,698
+628
+6% +$29.7K 0.26% 66
2024
Q3 		$538K Buy
+11,070
New +$530K 0.25% 69

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Elios Financial Group's EAGG Position: Q2 2025 in Review

Elios Financial Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 57% in Q2 2025, buying an estimated $312K and bringing the position to 18,341 shares worth $872K. The position accounts for 0.4% of the portfolio, ranked #57.

Elios Financial Group first reported a position in EAGG in Q3 2024 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • Elios Financial Group held 18,341 shares of iShares ESG Aware US Aggregate Bond ETF worth $872K as of Q2 2025.
  • Elios Financial Group bought 6,645 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $312K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.4% of Elios Financial Group's portfolio in Q2 2025, its #57 holding.
  • Elios Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 416 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.