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JFS Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

JFS Wealth Advisors’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 		$289K Buy
6,089
+905
+17% +$42.9K 0.01% 301
2026
Q1 		$247K Buy
5,184
+557
+12% +$26.7K 0.01% 299
2025
Q4 		$221K Sell
4,627
-345
-7% -$16.6K 0.01% 307
2025
Q3 		$239K Sell
4,972
-344
-6% -$16.4K 0.01% 303
2025
Q2 		$253K Buy
5,316
+49
+0.9% +$2.3K 0.02% 278
2025
Q1 		$250K Buy
5,267
+1,177
+29% +$55.2K 0.02% 280
2024
Q4 		$190K Buy
4,090
+432
+12% +$20.4K 0.01% 295
2024
Q3 		$178K Sell
3,658
-125
-3% -$5.98K 0.01% 299
2024
Q2 		$176K Sell
3,783
-74
-2% -$3.43K 0.01% 253
2024
Q1 		$182K Sell
3,857
-117
-3% -$5.5K 0.01% 250
2023
Q4 		$190K Buy
+3,974
New +$182K 0.02% 242

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

JFS Wealth Advisors's EAGG Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 17% in Q2 2026, buying an estimated $42.9K and bringing the position to 6,089 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #301.

JFS Wealth Advisors first reported a position in EAGG in Q4 2023 and has held it in 11 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • JFS Wealth Advisors held 6,089 shares of iShares ESG Aware US Aggregate Bond ETF worth $289K as of Q2 2026.
  • JFS Wealth Advisors bought 905 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $42.9K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #301 holding.
  • JFS Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.