JC
EAGG icon

JB Capital’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

JB Capital’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 		$549K Buy
11,556
+911
+9% +$43.7K 0.02% 176
2025
Q4 		$509K Buy
10,645
+109
+1% +$5.24K 0.02% 179
2025
Q3 		$506K Buy
10,536
+466
+5% +$22.2K 0.02% 175
2025
Q2 		$479K Buy
10,070
+901
+10% +$42.3K 0.02% 167
2025
Q1 		$435K Buy
9,169
+1,888
+26% +$88.5K 0.02% 161
2024
Q4 		$338K Buy
7,281
+2,051
+39% +$96.9K 0.02% 174
2024
Q3 		$254K Sell
5,230
-138
-3% -$6.61K 0.01% 196
2024
Q2 		$250K Sell
5,368
-464
-8% -$21.5K 0.02% 203
2024
Q1 		$274K Buy
5,832
+377
+7% +$17.7K 0.02% 192
2023
Q4 		$260K Sell
5,455
-127
-2% -$5.82K 0.02% 177
2023
Q3 		$253K Buy
5,582
+805
+17% +$37.3K 0.02% 160
2023
Q2 		$225K Buy
4,777
+118
+3% +$5.62K 0.02% 160
2023
Q1 		$224K Buy
+4,659
New +$222K 0.02% 154

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

JB Capital's EAGG Position: Q1 2026 in Review

JB Capital increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 8.6% in Q1 2026, buying an estimated $43.7K and bringing the position to 11,556 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #176.

JB Capital 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.

  • JB Capital held 11,556 shares of iShares ESG Aware US Aggregate Bond ETF worth $549K as of Q1 2026.
  • JB Capital bought 911 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $43.7K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of JB Capital's portfolio in Q1 2026, its #176 holding.
  • JB Capital 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 JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.