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Heartland Bank & Trust’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Heartland Bank & Trust’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 		$1.26M Sell
26,563
-295
-1% -$14K 0.26% 65
2026
Q1 		$1.28M Buy
26,858
+8,392
+45% +$402K 0.29% 57
2025
Q4 		$884K Buy
+18,466
New +$888K 0.37% 55

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

Heartland Bank & Trust's EAGG Position: Q2 2026 in Review

Heartland Bank & Trust reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.1% in Q2 2026, selling an estimated $14K and leaving 26,563 shares worth $1.26M. The position accounts for 0.26% of the portfolio, ranked #65.

Heartland Bank & Trust first reported a position in EAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q1 2026. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Heartland Bank & Trust held 26,563 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.26M as of Q2 2026.
  • Heartland Bank & Trust sold 295 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $14K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.26% of Heartland Bank & Trust's portfolio in Q2 2026, its #65 holding.
  • Heartland Bank & Trust first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Heartland Bank & Trust's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.28M in Q1 2026.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.