Kingsview Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Kingsview Wealth Management’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	$236K	Buy	4,971 +47	+1%	+$2.25K	﹤0.01%	1187
2025 Q4	$236K	Buy	4,924 +455	+10%	+$21.9K	﹤0.01%	1107
2025 Q3	$215K	Buy	+4,469	New	+$212K	﹤0.01%	1110
2024 Q4	–	Sell	-4,798	Closed	-$233K	–	1129
2024 Q3	$233K	Sell	4,798 -108	-2%	-$5.17K	﹤0.01%	971
2024 Q2	$229K	Buy	+4,906	New	+$227K	0.01%	939
2023 Q2	–	Sell	-4,212	Closed	-$202K	–	920
2023 Q1	$202K	Buy	+4,212	New	+$201K	0.01%	828

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Kingsview Wealth Management's EAGG Position: Q1 2026 in Review

Kingsview Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.95% in Q1 2026, buying an estimated $2.25K and bringing the position to 4,971 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Kingsview Wealth Management first reported a position in EAGG in Q1 2023 and has held it in 6 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

Kingsview Wealth Management held 4,971 shares of iShares ESG Aware US Aggregate Bond ETF worth $236K as of Q1 2026.
Kingsview Wealth Management bought 47 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $2.25K.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1187 holding.
Kingsview Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 6 quarters since.
468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.