FMN
EAGG icon

Financial Management Network’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Financial Management Network’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 		$257K Sell
5,455
-7
-0.1% -$332 0.04% 184
2026
Q1 		$260K Sell
5,462
-179
-3% -$8.58K 0.04% 172
2025
Q4 		$270K Sell
5,641
-139
-2% -$6.68K 0.04% 159
2025
Q3 		$277K Sell
5,780
-1,863
-24% -$88.6K 0.05% 154
2025
Q2 		$361K Buy
7,643
+34
+0.4% +$1.6K 0.06% 131
2025
Q1 		$358K Sell
7,609
-17
-0.2% -$797 0.08% 121
2024
Q4 		$354K Buy
7,626
+130
+2% +$6.14K 0.07% 124
2024
Q3 		$359K Buy
7,496
+116
+2% +$5.55K 0.08% 129
2024
Q2 		$345K Sell
7,380
-523
-7% -$24.2K 0.08% 118
2024
Q1 		$369K Sell
7,903
-503
-6% -$23.7K 0.09% 119
2023
Q4 		$397K Sell
8,406
-743
-8% -$34K 0.12% 101
2023
Q3 		$410K Sell
9,149
-848
-8% -$39.3K 0.14% 97
2023
Q2 		$470K Sell
9,997
-2,235
-18% -$106K 0.16% 88
2023
Q1 		$591K Sell
12,232
-254
-2% -$12.1K 0.24% 68
2022
Q4 		$590K Sell
12,486
-278
-2% -$13K 0.26% 72
2022
Q3 		$597K Sell
12,764
-727
-5% -$35.4K 0.29% 70
2022
Q2 		$665K Sell
13,491
-1,884
-12% -$93.3K 0.35% 60
2022
Q1 		$791K Sell
15,375
-1,084
-7% -$57.4K 0.4% 47
2021
Q4 		$897K Sell
16,459
-5,585
-25% -$307K 0.41% 54
2021
Q3 		$1.22M Buy
22,044
+1,797
+9% +$100K 0.62% 41
2021
Q2 		$1.12M Buy
20,247
+5,278
+35% +$290K 0.57% 42
2021
Q1 		$821K Buy
14,969
+799
+6% +$44.3K 0.43% 50
2020
Q4 		$796K Buy
+14,170
New +$799K 0.49% 44

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

Financial Management Network's EAGG Position: Q2 2026 in Review

Financial Management Network reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.13% in Q2 2026, selling an estimated $332 and leaving 5,455 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #184.

Financial Management Network first reported a position in EAGG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.22M in Q3 2021. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Financial Management Network held 5,455 shares of iShares ESG Aware US Aggregate Bond ETF worth $257K as of Q2 2026.
  • Financial Management Network sold 7 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $332.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.04% of Financial Management Network's portfolio in Q2 2026, its #184 holding.
  • Financial Management Network first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Financial Management Network's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.22M in Q3 2021.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.