IFWM
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Institute for Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Institute for 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
Q2 		$30K Buy
+633
New +$30K ﹤0.01% 1015
2025
Q3 		– Sell
-4,829
Closed -$230K – 569
2025
Q2 		$230K Sell
4,829
-117
-2% -$5.5K 0.03% 506
2025
Q1 		$235K Sell
4,946
-3,374
-41% -$158K 0.03% 475
2024
Q4 		$386K Buy
8,320
+107
+1% +$5.05K 0.05% 344
2024
Q3 		$399K Buy
8,213
+80
+1% +$3.83K 0.05% 347
2024
Q2 		$379K Sell
8,133
-5,398
-40% -$250K 0.05% 339
2024
Q1 		$637K Buy
13,531
+768
+6% +$36.1K 0.08% 241
2023
Q4 		$609K Sell
12,763
-1,690
-12% -$77.4K 0.1% 232
2023
Q3 		$655K Sell
14,453
-658
-4% -$30.5K 0.12% 207
2023
Q2 		$713K Buy
15,111
+1,448
+11% +$69K 0.12% 201
2023
Q1 		$657K Buy
13,663
+1,506
+12% +$71.7K 0.13% 205
2022
Q4 		$568K Buy
12,157
+81
+0.7% +$3.77K 0.12% 238
2022
Q3 		$561K Sell
12,076
-1,550
-11% -$75.5K 0.13% 215
2022
Q2 		$667K Buy
13,626
+1,437
+12% +$71.1K 0.13% 194
2022
Q1 		$629K Buy
12,189
+1,694
+16% +$89.7K 0.1% 243
2021
Q4 		$579K Buy
+10,495
New +$577K 0.09% 256

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

Institute for Wealth Management's EAGG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 633 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EAGG as recently as Q2 2025.

Institute for Wealth Management first reported a position in EAGG in Q4 2021 and has held it in 16 quarters since. The position peaked at $713K in Q2 2023. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Institute for Wealth Management held 633 shares of iShares ESG Aware US Aggregate Bond ETF worth $30K as of Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1015 holding.
  • Institute for Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Institute for Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $713K in Q2 2023.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.