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Onyx Bridge Wealth Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Onyx Bridge Wealth Group’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 		$548K Sell
11,532
-652
-5% -$31.2K 0.06% 206
2025
Q4 		$583K Buy
12,184
+270
+2% +$13K 0.06% 199
2025
Q3 		$572K Sell
11,914
-144
-1% -$6.85K 0.06% 194
2025
Q2 		$573K Buy
12,058
+156
+1% +$7.33K 0.08% 159
2025
Q1 		$565K Buy
11,902
+4,910
+70% +$230K 0.08% 146
2024
Q4 		$325K Sell
6,992
-43
-0.6% -$2.03K 0.05% 206
2024
Q3 		$342K Buy
7,035
+1,721
+32% +$82.4K 0.05% 202
2024
Q2 		$248K Buy
5,314
+217
+4% +$10.1K 0.04% 222
2024
Q1 		$233K Sell
5,097
-4,058
-44% -$191K 0.04% 223
2023
Q4 		$437K Sell
9,155
-521
-5% -$23.9K 0.09% 142
2023
Q3 		$438K Sell
9,676
-543
-5% -$25.2K 0.1% 141
2023
Q2 		$482K Sell
10,219
-2,041
-17% -$97.2K 0.12% 126
2023
Q1 		$589K Buy
12,260
+2,308
+23% +$110K 0.24% 78
2022
Q4 		$475K Sell
9,952
-608
-6% -$28.3K 0.19% 80
2022
Q3 		$486K Buy
10,560
+1,092
+12% +$53.2K 0.22% 78
2022
Q2 		$471K Buy
+9,468
New +$469K 0.21% 71

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

Onyx Bridge Wealth Group's EAGG Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 5.4% in Q1 2026, selling an estimated $31.2K and leaving 11,532 shares worth $548K. The position accounts for 0.06% of the portfolio, ranked #206.

Onyx Bridge Wealth Group first reported a position in EAGG in Q2 2022 and has held it in 16 quarters since. The position peaked at $589K in Q1 2023. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Onyx Bridge Wealth Group held 11,532 shares of iShares ESG Aware US Aggregate Bond ETF worth $548K as of Q1 2026.
  • Onyx Bridge Wealth Group sold 652 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $31.2K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #206 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Onyx Bridge Wealth Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $589K in Q1 2023.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.