NBT Bank’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

NBT Bank’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	$2.19K	Sell	46 -2	-4%	-$96	﹤0.01%	800
2025 Q4	$2.2K	Hold	48	–	–	﹤0.01%	751
2025 Q3	$2.21K	Buy	48 +2	+4%	+$95	﹤0.01%	759
2025 Q2	$2.19K	Hold	46	–	–	﹤0.01%	734
2025 Q1	$2.18K	Hold	46	–	–	﹤0.01%	746
2024 Q4	$2.14K	Hold	46	–	–	﹤0.01%	733
2024 Q3	$2.23K	Sell	46 -85	-65%	-$4.07K	﹤0.01%	774
2024 Q2	$6.11K	Hold	131	–	–	﹤0.01%	497
2024 Q1	$6.17K	Buy	131 +28	+27%	+$1.32K	﹤0.01%	500
2023 Q4	$4.92K	Buy	+103	New	+$4.72K	﹤0.01%	502

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

NBT Bank's EAGG Position: Q1 2026 in Review

NBT Bank reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 4.2% in Q1 2026, selling an estimated $96 and leaving 46 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

NBT Bank first reported a position in EAGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.17K in Q1 2024. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

NBT Bank held 46 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.19K as of Q1 2026.
NBT Bank sold 2 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $96.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #800 holding.
NBT Bank first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's iShares ESG Aware US Aggregate Bond ETF position peaked at $6.17K in Q1 2024.
468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.