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Graypoint LLC’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Graypoint LLC’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
2025
Q2 		$259K Buy
5,449
+89
+2% +$4.18K 0.01% 472
2025
Q1 		$254K Buy
5,360
+274
+5% +$12.8K 0.02% 443
2024
Q4 		$236K Buy
+5,086
New +$240K 0.01% 461

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Graypoint LLC's EAGG Position: Q2 2025 in Review

Graypoint LLC increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.7% in Q2 2025, buying an estimated $4.18K and bringing the position to 5,449 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #472.

Graypoint LLC first reported a position in EAGG in Q4 2024 and has held it in 3 quarters since. 414 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • Graypoint LLC held 5,449 shares of iShares ESG Aware US Aggregate Bond ETF worth $259K as of Q2 2025.
  • Graypoint LLC bought 89 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $4.18K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Graypoint LLC's portfolio in Q2 2025, its #472 holding.
  • Graypoint LLC first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 414 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.