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 Q2	$3.65K	Buy	77 +31	+67%	+$1.47K	﹤0.01%	805
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 $1.55T 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

NBT Bank's EAGG Position: Q2 2026 in Review

NBT Bank increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 67% in Q2 2026, buying an estimated $1.47K and bringing the position to 77 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

NBT Bank first reported a position in EAGG in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.17K in Q1 2024. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

NBT Bank held 77 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.65K as of Q2 2026.
NBT Bank bought 31 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $1.47K.
iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #805 holding.
NBT Bank first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
NBT Bank's iShares ESG Aware US Aggregate Bond ETF position peaked at $6.17K in Q1 2024.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.