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

Financial Network Wealth Management’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 		$21.9M Buy
460,742
+21,907
+5% +$1.05M 6.93% 4
2025
Q4 		$21M Buy
438,835
+10,942
+3% +$526K 6.46% 5
2025
Q3 		$20.5M Buy
+427,893
New +$20.3M 6.34% 5
2025
Q1 		$17.9M Buy
377,333
+7,421
+2% +$348K 6.32% 3
2024
Q4 		$17.2M Buy
369,912
+22,560
+6% +$1.07M 6.14% 5
2024
Q3 		$16.9M Buy
347,352
+18,666
+6% +$894K 6.05% 5
2024
Q2 		$15.3M Buy
328,686
+13,683
+4% +$634K 5.84% 5
2024
Q1 		$14.6M Buy
315,003
+42,288
+16% +$1.99M 6.89% 4
2023
Q4 		$13M Buy
272,715
+28,293
+12% +$1.3M 5.64% 3
2023
Q3 		$11M Buy
244,422
+29,018
+13% +$1.35M 5.36% 5
2023
Q2 		$10.1M Buy
215,404
+16,809
+8% +$801K 4.68% 8
2023
Q1 		$9.54M Buy
198,595
+4,541
+2% +$216K 4.73% 7
2022
Q4 		$9.07M Sell
194,054
-38,682
-17% -$1.8M 4.91% 6
2022
Q3 		$10.8M Sell
232,736
-59,502
-20% -$2.9M 6.74% 3
2022
Q2 		$14.3M Buy
292,238
+26,534
+10% +$1.31M 8.56% 1
2022
Q1 		$13.7M Sell
265,704
-5,469
-2% -$290K 7.16% 2
2021
Q4 		$15M Buy
271,173
+16,930
+7% +$931K 7.58% 3
2021
Q3 		$14M Buy
254,243
+16,377
+7% +$911K 8.01% 2
2021
Q2 		$13.2M Buy
237,866
+17,514
+8% +$962K 7.74% 2
2021
Q1 		$12.1M Buy
220,352
+164,190
+292% +$9.1M 7.87% 2
2020
Q4 		$3.17M Buy
+56,162
New +$3.17M 2.49% 13

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

Financial Network Wealth Management's EAGG Position: Q1 2026 in Review

Financial Network Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 5% in Q1 2026, buying an estimated $1.05M and bringing the position to 460,742 shares worth $21.9M. The position accounts for 6.93% of the portfolio, ranked #4.

Financial Network Wealth Management first reported a position in EAGG in Q4 2020 and has held it in 21 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Financial Network Wealth Management held 460,742 shares of iShares ESG Aware US Aggregate Bond ETF worth $21.9M as of Q1 2026.
  • Financial Network Wealth Management bought 21,907 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $1.05M.
  • iShares ESG Aware US Aggregate Bond ETF made up 6.93% of Financial Network Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Financial Network Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.