Janney Montgomery Scott
EAGG icon

Janney Montgomery Scott’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Janney Montgomery Scott’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 		$4.24M Buy
89,146
+17,120
+24% +$820K 0.01% 916
2025
Q4 		$3.45M Buy
72,026
+4,202
+6% +$202K 0.01% 1071
2025
Q3 		$3.26M Buy
67,824
+3,931
+6% +$187K 0.01% 1080
2025
Q2 		$3.04M Buy
63,893
+24,998
+64% +$1.17M 0.01% 1027
2025
Q1 		$1.85M Buy
38,895
+9,198
+31% +$431K 0.01% 1195
2024
Q4 		$1.38M Buy
29,697
+81
+0.3% +$3.83K ﹤0.01% 1357
2024
Q3 		$1.44M Sell
29,616
-456
-2% -$21.8K ﹤0.01% 1310
2024
Q2 		$1.4M Sell
30,072
-2,652
-8% -$123K ﹤0.01% 1274
2024
Q1 		$1.54M Buy
32,724
+2,145
+7% +$101K ﹤0.01% 1282
2023
Q4 		$1.46M Buy
30,579
+5,547
+22% +$254K ﹤0.01% 1250
2023
Q3 		$1.13M Sell
25,032
-40
-0.2% -$1.86K ﹤0.01% 1282
2023
Q2 		$1.18M Buy
25,072
+5,274
+27% +$251K ﹤0.01% 1327
2023
Q1 		$951K Buy
+19,798
New +$943K ﹤0.01% 1343

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Janney Montgomery Scott's EAGG Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 24% in Q1 2026, buying an estimated $820K and bringing the position to 89,146 shares worth $4.24M. The position accounts for 0.01% of the portfolio, ranked #916.

Janney Montgomery Scott first reported a position in EAGG in Q1 2023 and has held it in 13 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Janney Montgomery Scott held 89,146 shares of iShares ESG Aware US Aggregate Bond ETF worth $4.24M as of Q1 2026.
  • Janney Montgomery Scott bought 17,120 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $820K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #916 holding.
  • Janney Montgomery Scott first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.