JFA
EAGG icon

JNBA Financial Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

JNBA Financial 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 		$3.66M Buy
77,229
+610
+0.8% +$28.9K 0.28% 52
2026
Q1 		$3.64M Buy
76,619
+2,999
+4% +$144K 0.3% 49
2025
Q4 		$3.52M Buy
73,620
+6,064
+9% +$292K 0.31% 48
2025
Q3 		$3.24M Buy
67,556
+1,327
+2% +$63.1K 0.29% 47
2025
Q2 		$3.15M Buy
66,229
+1,353
+2% +$63.5K 0.3% 49
2025
Q1 		$3.08M Buy
64,876
+6,627
+11% +$311K 0.32% 47
2024
Q4 		$2.71M Buy
58,249
+19,669
+51% +$929K 0.28% 49
2024
Q3 		$1.87M Buy
38,580
+10,817
+39% +$518K 0.19% 60
2024
Q2 		$1.29M Sell
27,763
-9,875
-26% -$458K 0.14% 79
2024
Q1 		$1.77M Sell
37,638
-8,055
-18% -$379K 0.19% 71
2023
Q4 		$2.18M Buy
45,693
+2,016
+5% +$92.3K 0.25% 64
2023
Q3 		$1.98M Buy
43,677
+6,991
+19% +$324K 0.25% 62
2023
Q2 		$1.73M Sell
36,686
-1,601
-4% -$76.3K 0.21% 69
2023
Q1 		$1.84M Buy
38,287
+3,499
+10% +$167K 0.24% 66
2022
Q4 		$1.63M Buy
34,788
+4,694
+16% +$219K 0.23% 68
2022
Q3 		$1.4M Buy
30,094
+4,529
+18% +$221K 0.22% 73
2022
Q2 		$1.25M Buy
25,565
+6,069
+31% +$300K 0.19% 77
2022
Q1 		$1.01M Buy
19,496
+3,137
+19% +$166K 0.13% 90
2021
Q4 		$903K Buy
16,359
+386
+2% +$21.2K 0.11% 101
2021
Q3 		$881K Buy
15,973
+3,514
+28% +$196K 0.12% 97
2021
Q2 		$689K Sell
12,459
-199
-2% -$10.9K 0.09% 103
2021
Q1 		$693K Buy
12,658
+6,433
+103% +$357K 0.1% 102
2020
Q4 		$352K Buy
6,225
+2,043
+49% +$115K 0.06% 132
2020
Q3 		$236K Hold
4,182
– – 0.05% 143
2020
Q2 		$236K Buy
4,182
+3,440
+464% +$193K 0.05% 141
2020
Q1 		$41K Buy
+742
New +$40.4K 0.01% 238

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

JNBA Financial Advisors's EAGG Position: Q2 2026 in Review

JNBA Financial Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.8% in Q2 2026, buying an estimated $28.9K and bringing the position to 77,229 shares worth $3.66M. The position accounts for 0.28% of the portfolio, ranked #52.

JNBA Financial Advisors first reported a position in EAGG in Q1 2020 and has held it in 26 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • JNBA Financial Advisors held 77,229 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.66M as of Q2 2026.
  • JNBA Financial Advisors bought 610 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $28.9K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.28% of JNBA Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • JNBA Financial Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.