L.J. Altfest & Co’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

L.J. Altfest & Co’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	–	Sell	-4,531	Closed	-$215K	–	319
2026 Q1	$215K	Sell	4,531 -94	-2%	-$4.5K	0.02%	308
2025 Q4	$221K	Buy	4,625 +6	+0.1%	+$288	0.02%	313
2025 Q3	$222K	Sell	4,619 -825	-15%	-$39.2K	0.02%	316
2025 Q2	$259K	Sell	5,444 -421	-7%	-$19.8K	0.03%	295
2025 Q1	$278K	Sell	5,865 -253	-4%	-$11.9K	0.03%	280
2024 Q4	$284K	Buy	+6,118	New	+$289K	0.04%	277

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

L.J. Altfest & Co's EAGG Position: Q2 2026 in Review

L.J. Altfest & Co sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 4,531 shares — an estimated $215K sold.

L.J. Altfest & Co first reported a position in EAGG in Q4 2024 and held it in 6 quarters. The position peaked at $284K in Q4 2024. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

L.J. Altfest & Co reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 4,531 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $215K.
L.J. Altfest & Co first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and held it in 6 quarters.
L.J. Altfest & Co's iShares ESG Aware US Aggregate Bond ETF position peaked at $284K in Q4 2024.
479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.