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

LVW 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
-4,207
Closed -$200K – 473
2026
Q1 		$200K Buy
+4,207
New +$202K 0.02% 421

Other funds holding EAGG

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVW Advisors's EAGG Position: Q2 2026 in Review

LVW Advisors sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q2 2026, closing a stake of 4,207 shares — an estimated $200K sold.

LVW Advisors first reported a position in EAGG in Q1 2026 and held it in 1 quarter. The position peaked at $200K in Q1 2026. 213 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • LVW Advisors reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 4,207 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $200K.
  • LVW Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2026 and held it in 1 quarter.
  • LVW Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $200K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.