Oregon Pacific Wealth Management’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Oregon Pacific 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 Q2	$723K	Buy	15,247 +2,746	+22%	+$130K	0.68%	39
2026 Q1	$594K	Sell	12,501 -1,443	-10%	-$69.2K	0.62%	42
2025 Q4	$667K	Sell	13,944 -2,687	-16%	-$129K	0.69%	33
2025 Q3	$799K	Sell	16,631 -347	-2%	-$16.5K	0.69%	34
2025 Q2	$807K	Sell	16,978 -380	-2%	-$17.8K	0.76%	32
2025 Q1	$824K	Buy	17,358 +4,004	+30%	+$188K	0.82%	30
2024 Q4	$620K	Buy	+13,354	New	+$631K	0.61%	47

Other funds holding EAGG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Oregon Pacific Wealth Management's EAGG Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 22% in Q2 2026, buying an estimated $130K and bringing the position to 15,247 shares worth $723K. The position accounts for 0.68% of the portfolio, ranked #39.

Oregon Pacific Wealth Management first reported a position in EAGG in Q4 2024 and has held it in 7 quarters since. The position peaked at $824K in Q1 2025. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

Oregon Pacific Wealth Management held 15,247 shares of iShares ESG Aware US Aggregate Bond ETF worth $723K as of Q2 2026.
Oregon Pacific Wealth Management bought 2,746 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $130K.
iShares ESG Aware US Aggregate Bond ETF made up 0.68% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #39 holding.
Oregon Pacific Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Oregon Pacific Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $824K in Q1 2025.
478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.