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 Q2	$1.3M	Sell	27,470 -2,901	-10%	-$137K	0.02%	402
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Mission Wealth Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 9.6% in Q2 2026, selling an estimated $137K and leaving 27,470 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #402.

Mission Wealth Management first reported a position in EAGG in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.44M in Q1 2026. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Mission Wealth Management held 27,470 shares of iShares ESG Aware US Aggregate Bond ETF worth $1.3M as of Q2 2026.
Mission Wealth Management sold 2,901 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $137K.
iShares ESG Aware US Aggregate Bond ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #402 holding.
Mission Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 6 quarters since.
Mission Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.44M in Q1 2026.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.