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OneDigital Investment Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

OneDigital Investment Advisors’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 		$5.68M Buy
119,767
+2,240
+2% +$106K 0.05% 290
2026
Q1 		$5.59M Buy
117,527
+32,411
+38% +$1.55M 0.05% 262
2025
Q4 		$4.07M Sell
85,116
-1,201
-1% -$57.7K 0.04% 303
2025
Q3 		$4.15M Sell
86,317
-11,185
-11% -$532K 0.04% 273
2025
Q2 		$4.64M Buy
97,502
+9,761
+11% +$458K 0.05% 252
2025
Q1 		$4.17M Buy
87,741
+23,664
+37% +$1.11M 0.05% 263
2024
Q4 		$2.98M Sell
64,077
-1,673
-3% -$79K 0.03% 335
2024
Q3 		$3.19M Buy
65,750
+5,799
+10% +$278K 0.04% 331
2024
Q2 		$2.79M Buy
59,951
+34,684
+137% +$1.61M 0.03% 343
2024
Q1 		$1.19M Sell
25,267
-5,914
-19% -$278K 0.02% 457
2023
Q4 		$1.49M Sell
31,181
-5,284
-14% -$242K 0.03% 369
2023
Q3 		$1.65M Buy
36,465
+9,561
+36% +$444K 0.04% 315
2023
Q2 		$1.27M Buy
26,904
+2,515
+10% +$120K 0.03% 363
2023
Q1 		$1.17M Buy
24,389
+9,222
+61% +$439K 0.03% 365
2022
Q4 		$709K Sell
15,167
-5,334
-26% -$249K 0.02% 432
2022
Q3 		$952K Buy
20,501
+16,244
+382% +$791K 0.04% 307
2022
Q2 		$208K Buy
+4,257
New +$211K 0.01% 651
2019
Q3 		– Sell
-1,170
Closed -$62K – 704
2019
Q2 		$62K Buy
+1,170
New +$61.2K ﹤0.01% 533

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

OneDigital Investment Advisors's EAGG Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.9% in Q2 2026, buying an estimated $106K and bringing the position to 119,767 shares worth $5.68M. The position accounts for 0.05% of the portfolio, ranked #290.

OneDigital Investment Advisors first reported a position in EAGG in Q2 2019 and has held it in 18 quarters since. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • OneDigital Investment Advisors held 119,767 shares of iShares ESG Aware US Aggregate Bond ETF worth $5.68M as of Q2 2026.
  • OneDigital Investment Advisors bought 2,240 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $106K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.05% of OneDigital Investment Advisors's portfolio in Q2 2026, its #290 holding.
  • OneDigital Investment Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2019 and has held it in 18 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.