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Gould Asset Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Gould Asset 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 		$801K Sell
16,890
-165
-1% -$7.82K 0.13% 87
2026
Q1 		$811K Sell
17,055
-754
-4% -$36.1K 0.14% 82
2025
Q4 		$852K Buy
17,809
+1,030
+6% +$49.5K 0.15% 80
2025
Q3 		$806K Sell
16,779
-345
-2% -$16.4K 0.15% 79
2025
Q2 		$814K Buy
17,124
+20
+0.1% +$939 0.16% 74
2025
Q1 		$812K Buy
17,104
+1,867
+12% +$87.5K 0.17% 71
2024
Q4 		$708K Buy
15,237
+3,170
+26% +$150K 0.15% 80
2024
Q3 		$586K Buy
12,067
+1,505
+14% +$72K 0.13% 85
2024
Q2 		$492K Buy
10,562
+685
+7% +$31.8K 0.11% 92
2024
Q1 		$465K Buy
9,877
+1,622
+20% +$76.3K 0.11% 95
2023
Q4 		$394K Buy
8,255
+235
+3% +$10.8K 0.1% 103
2023
Q3 		$363K Buy
8,020
+292
+4% +$13.5K 0.1% 97
2023
Q2 		$365K Buy
7,728
+165
+2% +$7.86K 0.1% 99
2023
Q1 		$363K Sell
7,563
-20
-0.3% -$953 0.1% 98
2022
Q4 		$354K Buy
+7,583
New +$353K 0.11% 109

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

Gould Asset Management's EAGG Position: Q2 2026 in Review

Gould Asset Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.97% in Q2 2026, selling an estimated $7.82K and leaving 16,890 shares worth $801K. The position accounts for 0.13% of the portfolio, ranked #87.

Gould Asset Management first reported a position in EAGG in Q4 2022 and has held it in 15 quarters since. The position peaked at $852K in Q4 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Gould Asset Management held 16,890 shares of iShares ESG Aware US Aggregate Bond ETF worth $801K as of Q2 2026.
  • Gould Asset Management sold 165 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $7.82K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.13% of Gould Asset Management's portfolio in Q2 2026, its #87 holding.
  • Gould Asset Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Gould Asset Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $852K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.