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 Q2	–	Sell	-5,176	Closed	-$246K	–	2172
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 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

Lido Advisors's EAGG Position: Q2 2026 in Review

Lido Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 5,176 shares — an estimated $246K sold.

Lido Advisors first reported a position in EAGG in Q1 2023 and held it in 13 quarters. The position peaked at $884K in Q4 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Lido Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
Lido Advisors sold 5,176 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $246K.
Lido Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and held it in 13 quarters.
Lido Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $884K in Q4 2025.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.