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 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 $1.37T 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

L.J. Altfest & Co's EAGG Position: Q1 2026 in Review

L.J. Altfest & Co reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 2% in Q1 2026, selling an estimated $4.5K and leaving 4,531 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #308.

L.J. Altfest & Co first reported a position in EAGG in Q4 2024 and has held it in 6 quarters since. The position peaked at $284K in Q4 2024. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

L.J. Altfest & Co held 4,531 shares of iShares ESG Aware US Aggregate Bond ETF worth $215K as of Q1 2026.
L.J. Altfest & Co sold 94 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $4.5K.
iShares ESG Aware US Aggregate Bond ETF made up 0.02% of L.J. Altfest & Co's portfolio in Q1 2026, its #308 holding.
L.J. Altfest & Co first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
L.J. Altfest & Co's iShares ESG Aware US Aggregate Bond ETF position peaked at $284K in Q4 2024.
468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.