North Berkeley Wealth Management
EAGG icon

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

North Berkeley 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
Q3 		$731K Buy
16,150
+2,372
+17% +$110K 0.28% 39
2026
Q2 		$653K Buy
13,778
+4,710
+52% +$223K 0.26% 44
2026
Q1 		$431K Buy
9,068
+1,065
+13% +$51K 0.23% 50
2025
Q4 		$383K Sell
8,003
-292
-4% -$14K 0.23% 57
2025
Q3 		$398K Hold
8,295
– – 0.31% 45
2025
Q2 		$394K Sell
8,295
-236
-3% -$11.1K 0.36% 41
2025
Q1 		$405K Sell
8,531
-673
-7% -$31.5K 0.42% 41
2024
Q4 		$427K Buy
+9,204
New +$435K 0.43% 40

Other funds holding EAGG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

North Berkeley Wealth Management's EAGG Position: Q3 2026 in Review

North Berkeley Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 17% in Q3 2026, buying an estimated $110K and bringing the position to 16,150 shares worth $731K. The position accounts for 0.28% of the portfolio, ranked #39.

North Berkeley Wealth Management first reported a position in EAGG in Q4 2024 and has held it in 8 quarters since. 302 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • North Berkeley Wealth Management held 16,150 shares of iShares ESG Aware US Aggregate Bond ETF worth $731K as of Q3 2026.
  • North Berkeley Wealth Management bought 2,372 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $110K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.28% of North Berkeley Wealth Management's portfolio in Q3 2026, its #39 holding.
  • North Berkeley Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on North Berkeley Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.