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Golden State Equity Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Golden State Equity 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
Q1 		$227K Buy
4,776
+85
+2% +$4.07K 0.02% 623
2025
Q4 		$224K Sell
4,691
-211
-4% -$10.1K 0.04% 456
2025
Q3 		$235K Buy
4,902
+44
+0.9% +$2.09K 0.04% 397
2025
Q2 		$231K Sell
4,858
-239
-5% -$11.2K 0.04% 389
2025
Q1 		$242K Buy
5,097
+606
+13% +$28.4K 0.05% 376
2024
Q4 		$209K Sell
4,491
-86
-2% -$4.06K 0.04% 406
2024
Q3 		$222K Buy
+4,577
New +$219K 0.12% 162

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

Golden State Equity Partners's EAGG Position: Q1 2026 in Review

Golden State Equity Partners increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.8% in Q1 2026, buying an estimated $4.07K and bringing the position to 4,776 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #623.

Golden State Equity Partners first reported a position in EAGG in Q3 2024 and has held it in 7 quarters since. The position peaked at $242K in Q1 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Golden State Equity Partners held 4,776 shares of iShares ESG Aware US Aggregate Bond ETF worth $227K as of Q1 2026.
  • Golden State Equity Partners bought 85 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $4.07K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #623 holding.
  • Golden State Equity Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Golden State Equity Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $242K in Q1 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.