LPL Financial
EAGG icon

LPL Financial’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

LPL Financial’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 		$151M Buy
3,183,154
+384,928
+14% +$18.2M 0.03% 490
2026
Q1 		$133M Buy
2,798,226
+688,351
+33% +$33M 0.04% 476
2025
Q4 		$101M Buy
2,109,875
+109,731
+5% +$5.28M 0.03% 541
2025
Q3 		$96.1M Buy
2,000,144
+146,842
+8% +$6.98M 0.03% 538
2025
Q2 		$88.1M Buy
1,853,302
+184,611
+11% +$8.67M 0.03% 526
2025
Q1 		$79.2M Buy
1,668,691
+93,692
+6% +$4.39M 0.03% 506
2024
Q4 		$73.1M Buy
1,574,999
+268,389
+21% +$12.7M 0.03% 496
2024
Q3 		$63.5M Buy
1,306,610
+105,196
+9% +$5.04M 0.03% 530
2024
Q2 		$56M Buy
1,201,414
+90,393
+8% +$4.19M 0.03% 517
2024
Q1 		$52.3M Buy
1,111,021
+112,951
+11% +$5.31M 0.03% 535
2023
Q4 		$47.6M Buy
998,070
+193,792
+24% +$8.87M 0.03% 515
2023
Q3 		$36.4M Buy
804,278
+226,866
+39% +$10.5M 0.03% 563
2023
Q2 		$27.2M Sell
577,412
-24,770
-4% -$1.18M 0.02% 662
2023
Q1 		$28.9M Buy
602,182
+99,769
+20% +$4.75M 0.02% 607
2022
Q4 		$23.5M Buy
502,413
+104,357
+26% +$4.86M 0.02% 646
2022
Q3 		$18.5M Buy
398,056
+61,316
+18% +$2.99M 0.02% 688
2022
Q2 		$16.5M Buy
336,740
+55,627
+20% +$2.75M 0.02% 714
2022
Q1 		$14.5M Buy
281,113
+51,735
+23% +$2.74M 0.01% 795
2021
Q4 		$12.7M Buy
229,378
+130,243
+131% +$7.17M 0.01% 881
2021
Q3 		$5.46M Buy
99,135
+66,641
+205% +$3.71M 0.01% 1340
2021
Q2 		$1.8M Sell
32,494
-20,227
-38% -$1.11M ﹤0.01% 2065
2021
Q1 		$2.88M Sell
52,721
-42,436
-45% -$2.35M ﹤0.01% 1591
2020
Q4 		$5.38M Buy
95,157
+68,601
+258% +$3.87M 0.01% 1077
2020
Q3 		$1.5M Buy
26,556
+7,811
+42% +$443K ﹤0.01% 1630
2020
Q2 		$1.06M Buy
18,745
+4,236
+29% +$237K ﹤0.01% 1776
2020
Q1 		$804K Buy
+14,509
New +$791K ﹤0.01% 1764

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial's EAGG Position: Q2 2026 in Review

LPL Financial increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 14% in Q2 2026, buying an estimated $18.2M and bringing the position to 3,183,154 shares worth $151M. The position accounts for 0.03% of the portfolio, ranked #490.

LPL Financial first reported a position in EAGG in Q1 2020 and has held it in 26 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • LPL Financial held 3,183,154 shares of iShares ESG Aware US Aggregate Bond ETF worth $151M as of Q2 2026.
  • LPL Financial bought 384,928 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $18.2M.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.03% of LPL Financial's portfolio in Q2 2026, its #490 holding.
  • LPL Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.