MAC
EAGG icon

Mason & Associates (California)’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Mason & Associates (California)’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 		$594K Sell
12,536
-3,963
-24% -$188K 0.1% 109
2026
Q1 		$783K Buy
16,499
+94
+0.6% +$4.5K 0.15% 78
2025
Q4 		$785K Buy
+16,405
New +$789K 0.15% 77

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Mason & Associates (California)'s EAGG Position: Q2 2026 in Review

Mason & Associates (California) reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 24% in Q2 2026, selling an estimated $188K and leaving 12,536 shares worth $594K. The position accounts for 0.1% of the portfolio, ranked #109.

Mason & Associates (California) first reported a position in EAGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $785K in Q4 2025. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Mason & Associates (California) held 12,536 shares of iShares ESG Aware US Aggregate Bond ETF worth $594K as of Q2 2026.
  • Mason & Associates (California) sold 3,963 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $188K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.1% of Mason & Associates (California)'s portfolio in Q2 2026, its #109 holding.
  • Mason & Associates (California) first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Mason & Associates (California)'s iShares ESG Aware US Aggregate Bond ETF position peaked at $785K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.