Lido Advisors
EAGG icon

Lido Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Lido Advisors’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 		$246K Sell
5,176
-13,247
-72% -$635K ﹤0.01% 1674
2025
Q4 		$884K Buy
18,423
+5,155
+39% +$248K ﹤0.01% 1057
2025
Q3 		$637K Hold
13,268
– – ﹤0.01% 1137
2025
Q2 		$631K Sell
13,268
-1,044
-7% -$49K ﹤0.01% 1022
2025
Q1 		$680K Buy
14,312
+1,012
+8% +$47.4K ﹤0.01% 915
2024
Q4 		$618K Buy
13,300
+1,930
+17% +$91.2K ﹤0.01% 940
2024
Q3 		$552K Buy
11,370
+430
+4% +$20.6K ﹤0.01% 925
2024
Q2 		$510K Buy
10,940
+347
+3% +$16.1K ﹤0.01% 921
2024
Q1 		$499K Buy
10,593
+745
+8% +$35.1K ﹤0.01% 906
2023
Q4 		$470K Hold
9,848
– – ﹤0.01% 880
2023
Q3 		$446K Hold
9,848
– – ﹤0.01% 779
2023
Q2 		$465K Sell
9,848
-19
-0.2% -$905 ﹤0.01% 771
2023
Q1 		$474K Buy
+9,867
New +$470K ﹤0.01% 690

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

Lido Advisors's EAGG Position: Q1 2026 in Review

Lido Advisors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 72% in Q1 2026, selling an estimated $635K and leaving 5,176 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Lido Advisors first reported a position in EAGG in Q1 2023 and has held it in 13 quarters since. The position peaked at $884K in Q4 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Lido Advisors held 5,176 shares of iShares ESG Aware US Aggregate Bond ETF worth $246K as of Q1 2026.
  • Lido Advisors sold 13,247 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $635K.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1674 holding.
  • Lido Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Lido Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $884K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.