Golden State Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Golden State 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 Q2	$238K	Buy	5,018 +93	+2%	+$4.41K	0.02%	395
2026 Q1	$234K	Buy	4,925 +257	+6%	+$12.3K	0.03%	367
2025 Q4	$223K	Buy	4,668 +41	+0.9%	+$1.97K	0.02%	377
2025 Q3	$222K	Buy	4,627 +29	+0.6%	+$1.38K	0.02%	361
2025 Q2	$219K	Sell	4,598 -368	-7%	-$17.3K	0.03%	345
2025 Q1	$236K	Buy	+4,966	New	+$233K	0.04%	315

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 Wealth Management's EAGG Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.9% in Q2 2026, buying an estimated $4.41K and bringing the position to 5,018 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #395.

Golden State Wealth Management first reported a position in EAGG in Q1 2025 and has held it in 6 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Golden State Wealth Management held 5,018 shares of iShares ESG Aware US Aggregate Bond ETF worth $238K as of Q2 2026.
Golden State Wealth Management bought 93 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $4.41K.
iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #395 holding.
Golden State Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.