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

Mission 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 Q1	$1.44M	Buy	30,371 +349	+1%	+$16.7K	0.03%	263
2025 Q4	$1.44M	Buy	30,022 +68	+0.2%	+$3.27K	0.03%	269
2025 Q3	$1.44M	Buy	+29,954	New	+$1.42M	0.03%	262
2024 Q2	–	Sell	-6,391	Closed	-$301K	–	688
2024 Q1	$301K	Buy	+6,391	New	+$301K	0.01%	559
2022 Q1	–	Sell	-5,494	Closed	-$303K	–	542
2021 Q4	$303K	Buy	+5,494	New	+$302K	0.01%	434

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mission Wealth Management's EAGG Position: Q1 2026 in Review

Mission Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.2% in Q1 2026, buying an estimated $16.7K and bringing the position to 30,371 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #263.

Mission Wealth Management first reported a position in EAGG in Q4 2021 and has held it in 5 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

Mission Wealth Management held 30,371 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.44M as of Q1 2026.
Mission Wealth Management bought 349 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $16.7K.
iShares ESG Aware US Aggregate Bond ETF made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #263 holding.
Mission Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 5 quarters since.
468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.