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

MBE 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
2026
Q2 		$534K Buy
11,260
+1,623
+17% +$76.9K 0.19% 76
2026
Q1 		$458K Buy
9,637
+1,137
+13% +$54.5K 0.19% 72
2025
Q4 		$407K Buy
8,500
+66
+0.8% +$3.17K 0.17% 74
2025
Q3 		$405K Sell
8,434
-1,483
-15% -$70.5K 0.18% 74
2025
Q2 		$471K Buy
9,917
+597
+6% +$28K 0.21% 64
2025
Q1 		$443K Buy
+9,320
New +$437K 0.21% 61
2020
Q2 		– Sell
-682
Closed -$37K – 175
2020
Q1 		$37K Buy
+682
New +$37.2K 0.04% 149

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

MBE Wealth Management's EAGG Position: Q2 2026 in Review

MBE Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 17% in Q2 2026, buying an estimated $76.9K and bringing the position to 11,260 shares worth $534K. The position accounts for 0.19% of the portfolio, ranked #76.

MBE Wealth Management first reported a position in EAGG in Q1 2020 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • MBE Wealth Management held 11,260 shares of iShares ESG Aware US Aggregate Bond ETF worth $534K as of Q2 2026.
  • MBE Wealth Management bought 1,623 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $76.9K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.19% of MBE Wealth Management's portfolio in Q2 2026, its #76 holding.
  • MBE Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and has held it in 7 quarters since.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.