JF
EAGG icon

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

JSF Financial’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 		$282K Buy
5,957
+50
+0.8% +$2.37K 0.04% 122
2026
Q1 		$281K Buy
5,907
+33
+0.6% +$1.58K 0.06% 107
2025
Q4 		$281K Buy
5,874
+937
+19% +$45K 0.06% 110
2025
Q3 		$237K Buy
4,937
+281
+6% +$13.4K 0.05% 114
2025
Q2 		$221K Sell
4,656
-4,171
-47% -$196K 0.05% 121
2025
Q1 		$419K Buy
8,827
+2,247
+34% +$105K 0.11% 86
2024
Q4 		$306K Buy
6,580
+264
+4% +$12.5K 0.08% 102
2024
Q3 		$307K Buy
6,316
+62
+1% +$2.97K 0.09% 91
2024
Q2 		$292K Buy
6,254
+1,264
+25% +$58.6K 0.09% 94
2024
Q1 		$235K Buy
4,990
+745
+18% +$35.1K 0.07% 101
2023
Q4 		$203K Buy
+4,245
New +$194K 0.07% 104

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

JSF Financial's EAGG Position: Q2 2026 in Review

JSF Financial increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.85% in Q2 2026, buying an estimated $2.37K and bringing the position to 5,957 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #122.

JSF Financial first reported a position in EAGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $419K in Q1 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • JSF Financial held 5,957 shares of iShares ESG Aware US Aggregate Bond ETF worth $282K as of Q2 2026.
  • JSF Financial bought 50 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $2.37K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.04% of JSF Financial's portfolio in Q2 2026, its #122 holding.
  • JSF Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • JSF Financial's iShares ESG Aware US Aggregate Bond ETF position peaked at $419K in Q1 2025.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.