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Kestra Private Wealth Services’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Kestra Private Wealth Services’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
Q1 		$744K Buy
15,646
+611
+4% +$29.3K 0.01% 994
2025
Q4 		$719K Buy
15,035
+3,001
+25% +$144K 0.01% 961
2025
Q3 		$578K Buy
12,034
+7,241
+151% +$344K 0.01% 1037
2025
Q2 		$228K Sell
4,793
-7
-0.1% -$329 ﹤0.01% 1445
2025
Q1 		$228K Sell
4,800
-1,645
-26% -$77.1K ﹤0.01% 1325
2024
Q4 		$299K Buy
6,445
+1,620
+34% +$76.5K 0.01% 1135
2024
Q3 		$234K Buy
4,825
+103
+2% +$4.93K ﹤0.01% 1195
2024
Q2 		$220K Buy
4,722
+62
+1% +$2.87K ﹤0.01% 1196
2024
Q1 		$219K Buy
4,660
+101
+2% +$4.75K ﹤0.01% 1140
2023
Q4 		$218K Buy
+4,559
New +$209K 0.01% 1080

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Kestra Private Wealth Services's EAGG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 4.1% in Q1 2026, buying an estimated $29.3K and bringing the position to 15,646 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #994.

Kestra Private Wealth Services first reported a position in EAGG in Q4 2023 and has held it in 10 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Kestra Private Wealth Services held 15,646 shares of iShares ESG Aware US Aggregate Bond ETF worth $744K as of Q1 2026.
  • Kestra Private Wealth Services bought 611 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $29.3K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #994 holding.
  • Kestra Private Wealth Services first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.