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 Q2	$264K	Buy	5,570 +599	+12%	+$28.4K	﹤0.01%	1241
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Kingsview Wealth Management's EAGG Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 12% in Q2 2026, buying an estimated $28.4K and bringing the position to 5,570 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Kingsview Wealth Management first reported a position in EAGG in Q1 2023 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Kingsview Wealth Management held 5,570 shares of iShares ESG Aware US Aggregate Bond ETF worth $264K as of Q2 2026.
Kingsview Wealth Management bought 599 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $28.4K.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1241 holding.
Kingsview Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 7 quarters since.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.