LRWA
EAGG icon

Long Run Wealth Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Long Run Wealth 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
2025
Q4 		$3.66M Buy
76,527
+1,190
+2% +$57.2K 0.69% 41
2025
Q3 		$3.62M Buy
75,337
+4,745
+7% +$226K 0.71% 41
2025
Q2 		$3.36M Buy
70,592
+879
+1% +$41.3K 0.7% 42
2025
Q1 		$3.31M Sell
69,713
-8,579
-11% -$402K 0.75% 40
2024
Q4 		$3.64M Buy
78,292
+8,816
+13% +$416K 0.87% 35
2024
Q3 		$3.38M Buy
69,476
+29,733
+75% +$1.42M 0.79% 42
2024
Q2 		$1.85M Buy
39,743
+452
+1% +$21K 0.47% 46
2024
Q1 		$1.85M Sell
39,291
-1,007
-2% -$47.4K 0.49% 46
2023
Q4 		$1.92M Buy
40,298
+58
+0.1% +$2.66K 0.56% 44
2023
Q3 		$1.82M Sell
40,240
-77
-0.2% -$3.57K 0.59% 44
2023
Q2 		$1.9M Sell
40,317
-1,151
-3% -$54.8K 0.61% 45
2023
Q1 		$1.99M Buy
41,468
+930
+2% +$44.3K 0.68% 42
2022
Q4 		$1.89M Buy
40,538
+7,383
+22% +$344K 0.68% 38
2022
Q3 		$1.54M Buy
33,155
+1,600
+5% +$78K 0.61% 42
2022
Q2 		$1.54M Buy
31,555
+73
+0.2% +$3.61K 0.6% 42
2022
Q1 		$1.63M Buy
31,482
+3,439
+12% +$182K 0.57% 42
2021
Q4 		$1.55M Buy
+28,043
New +$1.54M 0.54% 44

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Long Run Wealth Advisors's EAGG Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.6% in Q4 2025, buying an estimated $57.2K and bringing the position to 76,527 shares worth $3.66M. The position accounts for 0.69% of the portfolio, ranked #41.

Long Run Wealth Advisors first reported a position in EAGG in Q4 2021 and has held it in 17 quarters since. 448 funds tracked by Wall St. Rank hold EAGG as of Q4 2025.

  • Long Run Wealth Advisors held 76,527 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.66M as of Q4 2025.
  • Long Run Wealth Advisors bought 1,190 iShares ESG Aware US Aggregate Bond ETF shares in Q4 2025, an estimated $57.2K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.69% of Long Run Wealth Advisors's portfolio in Q4 2025, its #41 holding.
  • Long Run Wealth Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.