Gradient Investments
EAGG icon

Gradient Investments’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Gradient Investments’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
Q3 		$1.58M Sell
34,924
-3,750
-10% -$174K 0.02% 283
2026
Q2 		$1.83M Sell
38,674
-1,842
-5% -$87.3K 0.03% 273
2026
Q1 		$1.93M Buy
40,516
+338
+0.8% +$16.2K 0.03% 254
2025
Q4 		$1.92M Sell
40,178
-468
-1% -$22.5K 0.03% 208
2025
Q3 		$1.95M Sell
40,646
-4,931
-11% -$234K 0.03% 195
2025
Q2 		$2.17M Sell
45,577
-9,487
-17% -$446K 0.04% 183
2025
Q1 		$2.61M Sell
55,064
-4,199
-7% -$197K 0.05% 167
2024
Q4 		$2.75M Buy
59,263
+2,351
+4% +$111K 0.06% 161
2024
Q3 		$2.77M Buy
56,912
+3,461
+6% +$166K 0.06% 157
2024
Q2 		$2.49M Buy
53,451
+1,170
+2% +$54.2K 0.06% 169
2024
Q1 		$2.46M Sell
52,281
-2,767
-5% -$130K 0.06% 165
2023
Q4 		$2.63M Sell
55,048
-189
-0.3% -$8.65K 0.06% 163
2023
Q3 		$2.5M Sell
55,237
-2,716
-5% -$126K 0.07% 155
2023
Q2 		$2.73M Buy
57,953
+28,716
+98% +$1.37M 0.07% 153
2023
Q1 		$1.41M Sell
29,237
-6,553
-18% -$312K 0.04% 166
2022
Q4 		$1.67M Sell
35,790
-13,663
-28% -$637K 0.05% 167
2022
Q3 		$2.3M Buy
+49,453
New +$2.41M 0.07% 163

Other funds holding EAGG

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Gradient Investments's EAGG Position: Q3 2026 in Review

Gradient Investments reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 9.7% in Q3 2026, selling an estimated $174K and leaving 34,924 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #283.

Gradient Investments first reported a position in EAGG in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.77M in Q3 2024. 457 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Gradient Investments held 34,924 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.58M as of Q3 2026.
  • Gradient Investments sold 3,750 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $174K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Gradient Investments's portfolio in Q3 2026, its #283 holding.
  • Gradient Investments first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • Gradient Investments's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.77M in Q3 2024.
  • 457 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.