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FSB Premier Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

FSB Premier 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 		$393K Buy
8,267
+1,336
+19% +$64K 0.12% 158
2025
Q4 		$332K Buy
6,931
+1,453
+27% +$69.8K 0.11% 176
2025
Q3 		$263K Buy
+5,478
New +$260K 0.09% 200

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

FSB Premier Wealth Management's EAGG Position: Q1 2026 in Review

FSB Premier Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 19% in Q1 2026, buying an estimated $64K and bringing the position to 8,267 shares worth $393K. The position accounts for 0.12% of the portfolio, ranked #158.

FSB Premier Wealth Management first reported a position in EAGG in Q3 2025 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • FSB Premier Wealth Management held 8,267 shares of iShares ESG Aware US Aggregate Bond ETF worth $393K as of Q1 2026.
  • FSB Premier Wealth Management bought 1,336 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $64K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.12% of FSB Premier Wealth Management's portfolio in Q1 2026, its #158 holding.
  • FSB Premier Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.