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NFP Retirement Inc’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

NFP Retirement Inc’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 		$982K Hold
20,890
– – 0.05% 147
2026
Q1 		$993K Hold
20,890
– – 0.06% 141
2025
Q4 		$1,000K Hold
20,890
– – 0.06% 133
2025
Q3 		$1M Hold
20,890
– – 0.06% 129
2025
Q2 		$993K Sell
20,890
-1
-0% -$47 0.07% 137
2025
Q1 		$992K Sell
20,891
-7,821
-27% -$367K 0.08% 119
2024
Q4 		$1.33M Buy
28,712
+7,822
+37% +$370K 0.11% 103
2024
Q3 		$1.02M Hold
20,890
– – 0.08% 118
2024
Q2 		$974K Hold
20,890
– – 0.08% 121
2024
Q1 		$983K Buy
+20,890
New +$983K 0.08% 118

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

NFP Retirement Inc's EAGG Position: Q2 2026 in Review

NFP Retirement Inc held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2026 at 20,890 shares worth $982K. The position accounts for 0.05% of the portfolio, ranked #147.

NFP Retirement Inc first reported a position in EAGG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.33M in Q4 2024. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • NFP Retirement Inc held 20,890 shares of iShares ESG Aware US Aggregate Bond ETF worth $982K as of Q2 2026.
  • NFP Retirement Inc left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.05% of NFP Retirement Inc's portfolio in Q2 2026, its #147 holding.
  • NFP Retirement Inc first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • NFP Retirement Inc's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.33M in Q4 2024.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.