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 Q2	–	Sell	-4,776	Closed	-$227K	–	728
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	0.03%	384

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Golden State Equity Partners's EAGG Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 4,776 shares — an estimated $227K sold.

Golden State Equity Partners first reported a position in EAGG in Q3 2024 and held it in 7 quarters. The position peaked at $242K in Q1 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Golden State Equity Partners reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 4,776 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $227K.
Golden State Equity Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and held it in 7 quarters.
Golden State Equity Partners's iShares ESG Aware US Aggregate Bond ETF position peaked at $242K in Q1 2025.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.