JY
EAGG icon

Jeff Yass’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Jeff Yass’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 		$235K Buy
+4,963
New +$235K ﹤0.01% 11602
2025
Q2 		– Sell
-17,859
Closed -$848K – 12862
2025
Q1 		$848K Buy
17,859
+6,884
+63% +$323K ﹤0.01% 7668
2024
Q4 		$510K Buy
+10,975
New +$518K ﹤0.01% 8622
2024
Q3 		– Sell
-97,706
Closed -$4.55M – 12198
2024
Q2 		$4.55M Buy
+97,706
New +$4.53M ﹤0.01% 3605
2023
Q2 		– Sell
-5,243
Closed -$252K – 12291
2023
Q1 		$252K Buy
+5,243
New +$250K ﹤0.01% 10102
2022
Q4 		– Sell
-125,157
Closed -$5.81M – 12685
2022
Q3 		$5.81M Buy
125,157
+111,847
+840% +$5.45M ﹤0.01% 2930
2022
Q2 		$651K Buy
+13,310
New +$659K ﹤0.01% 7620
2022
Q1 		– Sell
-7,910
Closed -$437K – 13173
2021
Q4 		$437K Buy
+7,910
New +$435K ﹤0.01% 9541
2021
Q2 		– Sell
-44,837
Closed -$2.45M – 12690
2021
Q1 		$2.45M Buy
+44,837
New +$2.49M ﹤0.01% 5418
2020
Q4 		– Sell
-10,305
Closed -$582K – 11140
2020
Q3 		$582K Buy
+10,305
New +$585K ﹤0.01% 7362

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

Jeff Yass's EAGG Position: Q2 2026 in Review

Jeff Yass opened a new position in iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026: 4,963 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #11602 among its holdings. This is a return to the name: Jeff Yass previously reported a position in EAGG as recently as Q1 2025.

Jeff Yass first reported a position in EAGG in Q3 2020 and has held it in 10 quarters since. The position peaked at $5.81M in Q3 2022. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Jeff Yass held 4,963 shares of iShares ESG Aware US Aggregate Bond ETF worth $235K as of Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF was a new Jeff Yass position in Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11602 holding.
  • Jeff Yass first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2020 and has held it in 10 quarters since.
  • Jeff Yass's iShares ESG Aware US Aggregate Bond ETF position peaked at $5.81M in Q3 2022.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.