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IFP Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

IFP Advisors’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 		$36.1K Sell
761
-3,071
-80% -$146K ﹤0.01% 2602
2026
Q1 		$182K Sell
3,832
-1,003
-21% -$48.1K ﹤0.01% 1451
2025
Q4 		$231K Buy
4,835
+2,861
+145% +$138K 0.01% 1292
2025
Q3 		$94.8K Sell
1,974
-169
-8% -$8.04K ﹤0.01% 1712
2025
Q2 		$102K Buy
2,143
+1,663
+346% +$78.1K ﹤0.01% 1629
2025
Q1 		$22.8K Buy
480
+201
+72% +$9.42K ﹤0.01% 2241
2024
Q4 		$13K Hold
279
– – ﹤0.01% 2435
2024
Q3 		$13.6K Hold
279
– – ﹤0.01% 2310
2024
Q2 		$13K Buy
+279
New +$12.9K ﹤0.01% 2254
2023
Q4 		– Sell
-914
Closed -$41.4K – 3117
2023
Q3 		$41.4K Buy
+914
New +$42.4K ﹤0.01% 1635
2023
Q2 		– Sell
-506
Closed -$25.3K – 3477
2023
Q1 		$25.3K Sell
506
-6,271
-93% -$299K ﹤0.01% 1914
2022
Q4 		$341K Sell
6,777
-91
-1% -$4.24K 0.01% 1078
2022
Q3 		$351K Buy
6,868
+1,013
+17% +$49.4K 0.01% 1102
2022
Q2 		$299K Hold
5,855
– – 0.01% 1077
2022
Q1 		$299K Buy
5,855
+2,091
+56% +$111K 0.01% 1077
2021
Q4 		$208K Buy
3,764
+68
+2% +$3.74K ﹤0.01% 930
2021
Q3 		$204K Buy
3,696
+272
+8% +$15.1K ﹤0.01% 939
2021
Q2 		$189K Hold
3,424
– – ﹤0.01% 932
2021
Q1 		$188K Buy
3,424
+3,381
+7,863% +$187K ﹤0.01% 864
2020
Q4 		$2K Hold
43
– – ﹤0.01% 2597
2020
Q3 		$2K Hold
43
– – ﹤0.01% 2465
2020
Q2 		$2K Sell
43
-129
-75% -$7.22K ﹤0.01% 2374
2020
Q1 		$9K Buy
+172
New +$9.38K ﹤0.01% 1814

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

IFP Advisors's EAGG Position: Q2 2026 in Review

IFP Advisors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 80% in Q2 2026, selling an estimated $146K and leaving 761 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

IFP Advisors first reported a position in EAGG in Q1 2020 and has held it in 23 quarters since. The position peaked at $351K in Q3 2022. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • IFP Advisors held 761 shares of iShares ESG Aware US Aggregate Bond ETF worth $36.1K as of Q2 2026.
  • IFP Advisors sold 3,071 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $146K.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2602 holding.
  • IFP Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and has held it in 23 quarters since.
  • IFP Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $351K in Q3 2022.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.