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Fort Point Capital Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Fort Point Capital Partners’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 		$2.03M Buy
42,730
+420
+1% +$19.9K 0.14% 73
2026
Q1 		$2.01M Buy
42,310
+181
+0.4% +$8.67K 0.24% 65
2025
Q4 		$2.02M Buy
42,129
+548
+1% +$26.3K 0.23% 68
2025
Q3 		$2M Buy
41,581
+410
+1% +$19.5K 0.24% 70
2025
Q2 		$1.96M Buy
41,171
+293
+0.7% +$13.8K 0.14% 93
2025
Q1 		$1.94M Buy
40,878
+183
+0.4% +$8.58K 0.21% 83
2024
Q4 		$1.89M Buy
40,695
+521
+1% +$24.6K 0.21% 82
2024
Q3 		$1.95M Buy
40,174
+293
+0.7% +$14K 0.24% 68
2024
Q2 		$1.86M Buy
39,881
+386
+1% +$17.9K 0.24% 72
2024
Q1 		$1.86M Buy
39,495
+611
+2% +$28.7K 0.25% 72
2023
Q4 		$1.86M Buy
38,884
+30,574
+368% +$1.4M 0.26% 66
2023
Q3 		$376K Hold
8,310
– – 0.06% 175
2023
Q2 		$392K Buy
8,310
+2,603
+46% +$124K 0.06% 187
2023
Q1 		$274K Hold
5,707
– – 0.04% 228
2022
Q4 		$267K Hold
5,707
– – 0.04% 221
2022
Q3 		$265K Sell
5,707
-1,698
-23% -$82.7K 0.04% 223
2022
Q2 		$362K Hold
7,405
– – 0.06% 195
2022
Q1 		$382K Buy
7,405
+1,394
+23% +$73.8K 0.05% 205
2021
Q4 		$332K Buy
+6,011
New +$331K 0.04% 215

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

Fort Point Capital Partners's EAGG Position: Q2 2026 in Review

Fort Point Capital Partners increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.99% in Q2 2026, buying an estimated $19.9K and bringing the position to 42,730 shares worth $2.03M. The position accounts for 0.14% of the portfolio, ranked #73.

Fort Point Capital Partners first reported a position in EAGG in Q4 2021 and has held it in 19 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Fort Point Capital Partners held 42,730 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.03M as of Q2 2026.
  • Fort Point Capital Partners bought 420 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $19.9K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.14% of Fort Point Capital Partners's portfolio in Q2 2026, its #73 holding.
  • Fort Point Capital Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.