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Occidental Asset Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Occidental Asset 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
Q1 		– Sell
-4,198
Closed -$201K – 296
2025
Q4 		$201K Hold
4,198
– – 0.02% 281
2025
Q3 		$202K Buy
+4,198
New +$200K 0.03% 264

Other funds holding EAGG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Occidental Asset Management's EAGG Position: Q1 2026 in Review

Occidental Asset Management sold out of iShares ESG Aware US Aggregate Bond ETF (EAGG) in Q1 2026, closing a stake of 4,198 shares — an estimated $201K sold.

Occidental Asset Management first reported a position in EAGG in Q3 2025 and held it in 2 quarters. The position peaked at $202K in Q3 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Occidental Asset Management reported no remaining iShares ESG Aware US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Occidental Asset Management sold 4,198 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $201K.
  • Occidental Asset Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and held it in 2 quarters.
  • Occidental Asset Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $202K in Q3 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.