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Endeavor Private Wealth’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Endeavor Private Wealth’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 		$769K Buy
16,178
+9,906
+158% +$475K 0.22% 88
2025
Q4 		$300K Sell
6,272
-563
-8% -$27.1K 0.09% 163
2025
Q3 		$328K Buy
+6,835
New +$325K 0.1% 150
2025
Q1 		– Sell
-1,526
Closed -$70.9K – 153
2024
Q4 		$70.9K Buy
+1,526
New +$72.1K 0.07% 104

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

Endeavor Private Wealth's EAGG Position: Q1 2026 in Review

Endeavor Private Wealth increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 158% in Q1 2026, buying an estimated $475K and bringing the position to 16,178 shares worth $769K. The position accounts for 0.22% of the portfolio, ranked #88.

Endeavor Private Wealth first reported a position in EAGG in Q4 2024 and has held it in 4 quarters since. 469 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Endeavor Private Wealth held 16,178 shares of iShares ESG Aware US Aggregate Bond ETF worth $769K as of Q1 2026.
  • Endeavor Private Wealth bought 9,906 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $475K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.22% of Endeavor Private Wealth's portfolio in Q1 2026, its #88 holding.
  • Endeavor Private Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 469 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.