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Litman Gregory Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Litman Gregory 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
2025
Q4 		$332K Sell
6,947
-929
-12% -$44.7K 0.02% 118
2025
Q3 		$378K Buy
7,876
+140
+2% +$6.66K 0.03% 112
2025
Q2 		$368K Buy
7,736
+596
+8% +$28K 0.03% 107
2025
Q1 		$339K Sell
7,140
-1,303
-15% -$61.1K 0.03% 110
2024
Q4 		$392K Sell
8,443
-2,476
-23% -$117K 0.03% 98
2024
Q3 		$531K Buy
10,919
+1,073
+11% +$51.4K 0.04% 84
2024
Q2 		$459K Buy
9,846
+706
+8% +$32.7K 0.04% 89
2024
Q1 		$430K Buy
9,140
+363
+4% +$17.1K 0.04% 89
2023
Q4 		$419K Buy
8,777
+3,793
+76% +$174K 0.04% 91
2023
Q3 		$226K Buy
4,984
+175
+4% +$8.12K 0.02% 115
2023
Q2 		$227K Buy
+4,809
New +$229K 0.03% 79
2022
Q4 		– Sell
-6,535
Closed -$303K – 79
2022
Q3 		$303K Buy
6,535
+903
+16% +$44K 0.05% 61
2022
Q2 		$276K Buy
+5,632
New +$279K 0.04% 82

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Litman Gregory Wealth Management's EAGG Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 12% in Q4 2025, selling an estimated $44.7K and leaving 6,947 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #118.

Litman Gregory Wealth Management first reported a position in EAGG in Q2 2022 and has held it in 13 quarters since. The position peaked at $531K in Q3 2024. 451 funds tracked by Wall St. Rank hold EAGG as of Q4 2025.

  • Litman Gregory Wealth Management held 6,947 shares of iShares ESG Aware US Aggregate Bond ETF worth $332K as of Q4 2025.
  • Litman Gregory Wealth Management sold 929 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2025, an estimated $44.7K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #118 holding.
  • Litman Gregory Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and has held it in 13 quarters since.
  • Litman Gregory Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $531K in Q3 2024.
  • 451 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.