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

Horizons 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 Q1	$82.6K	Sell	1,737 -1,207	-41%	-$57.8K	0.05%	86
2025 Q4	$141K	Hold	2,944	–	–	0.09%	70
2025 Q3	$141K	Hold	2,944	–	–	0.1%	71
2025 Q2	$140K	Hold	2,944	–	–	0.1%	72
2025 Q1	$140K	Hold	2,944	–	–	0.1%	71
2024 Q4	$137K	Hold	2,944	–	–	0.1%	69
2024 Q3	$143K	Hold	2,944	–	–	0.11%	73
2024 Q2	$139K	Sell	2,944 -1,278	-30%	-$59.2K	0.11%	74
2024 Q1	$202K	Hold	4,222	–	–	0.13%	60
2023 Q4	$202K	Buy	4,222 +577	+16%	+$26.4K	0.13%	60
2023 Q3	$165K	Sell	3,645 -3	-0.1%	-$139	0.12%	66
2023 Q2	$172K	Sell	3,648 -58	-2%	-$2.76K	0.12%	67
2023 Q1	$178K	Buy	3,706 +18	+0.5%	+$857	0.13%	62
2022 Q4	$173K	Sell	3,688 -832	-18%	-$38.8K	0.14%	63
2022 Q3	$210K	Sell	4,520 -6	-0.1%	-$292	0.19%	49
2022 Q2	$224K	Buy	+4,526	New	+$224K	0.18%	52

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Horizons Wealth Management's EAGG Position: Q1 2026 in Review

Horizons Wealth Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 41% in Q1 2026, selling an estimated $57.8K and leaving 1,737 shares worth $82.6K. The position accounts for 0.05% of the portfolio, ranked #86.

Horizons Wealth Management first reported a position in EAGG in Q2 2022 and has held it in 16 quarters since. The position peaked at $224K in Q2 2022. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

Horizons Wealth Management held 1,737 shares of iShares ESG Aware US Aggregate Bond ETF worth $82.6K as of Q1 2026.
Horizons Wealth Management sold 1,207 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $57.8K.
iShares ESG Aware US Aggregate Bond ETF made up 0.05% of Horizons Wealth Management's portfolio in Q1 2026, its #86 holding.
Horizons Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $224K in Q2 2022.
468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.