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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$30.5K Buy
642
+6
+0.9% +$284 0.01% 374
2026
Q1 		$30.2K Buy
636
+8
+1% +$383 0.01% 345
2025
Q4 		$30.1K Hold
628
– – 0.01% 357
2025
Q3 		$30.2K Buy
+628
New +$29.9K 0.01% 339

Other funds holding EAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EAGG Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.94% in Q2 2026, buying an estimated $284 and bringing the position to 642 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #374.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EAGG in Q3 2025 and has held it in 4 quarters since. 314 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 642 shares of iShares ESG Aware US Aggregate Bond ETF worth $30.5K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 6 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $284.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #374 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 314 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.