NorthRock Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

NorthRock Partners’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	$4.36M	Buy	91,601 +3,959	+5%	+$190K	0.07%	129
2025 Q4	$4.19M	Buy	+87,642	New	+$4.21M	0.07%	133
2025 Q2	–	Sell	-1,508	Closed	-$71.6K	–	733
2025 Q1	$71.6K	Sell	1,508 -969	-39%	-$45.4K	﹤0.01%	651
2024 Q4	$115K	Sell	2,477 -3,094	-56%	-$146K	﹤0.01%	604
2024 Q3	$271K	Buy	5,571 +461	+9%	+$22.1K	0.01%	531
2024 Q2	$238K	Sell	5,110 -12,296	-71%	-$570K	0.01%	533
2024 Q1	$819K	Sell	17,406 -5,115	-23%	-$241K	0.03%	235
2023 Q4	$1.08M	Buy	+22,521	New	+$1.03M	0.05%	183

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

NorthRock Partners's EAGG Position: Q1 2026 in Review

NorthRock Partners increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 4.5% in Q1 2026, buying an estimated $190K and bringing the position to 91,601 shares worth $4.36M. The position accounts for 0.07% of the portfolio, ranked #129.

NorthRock Partners first reported a position in EAGG in Q4 2023 and has held it in 8 quarters since. 469 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

NorthRock Partners held 91,601 shares of iShares ESG Aware US Aggregate Bond ETF worth $4.36M as of Q1 2026.
NorthRock Partners bought 3,959 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $190K.
iShares ESG Aware US Aggregate Bond ETF made up 0.07% of NorthRock Partners's portfolio in Q1 2026, its #129 holding.
NorthRock Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 8 quarters since.
469 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.