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
Q2 		$669K Buy
14,104
+2,548
+22% +$121K 0.02% 170
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 $1.55T 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

JB Capital's EAGG Position: Q2 2026 in Review

JB Capital increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 22% in Q2 2026, buying an estimated $121K and bringing the position to 14,104 shares worth $669K. The position accounts for 0.02% of the portfolio, ranked #170.

JB Capital first reported a position in EAGG in Q1 2023 and has held it in 14 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • JB Capital held 14,104 shares of iShares ESG Aware US Aggregate Bond ETF worth $669K as of Q2 2026.
  • JB Capital bought 2,548 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $121K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of JB Capital's portfolio in Q2 2026, its #170 holding.
  • JB Capital first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.