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Independent Advisor Alliance’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Independent Advisor Alliance’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 		– Sell
-28,643
Closed -$1.36M – 1176
2026
Q1 		$1.36M Buy
+28,643
New +$1.37M 0.01% 689
2025
Q1 		– Sell
-18,078
Closed -$840K – 930
2024
Q4 		$840K Buy
+18,078
New +$854K 0.01% 783

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

Independent Advisor Alliance's EAGG Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 28,643 shares — an estimated $1.36M sold.

Independent Advisor Alliance first reported a position in EAGG in Q4 2024 and held it in 2 quarters. The position peaked at $1.36M in Q1 2026. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 28,643 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $1.36M.
  • Independent Advisor Alliance first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.36M in Q1 2026.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.