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EAGG icon

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

Parkside 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
2025
Q2 		$3.65M Sell
76,859
-1,331
-2% -$62.5K 0.8% 23
2025
Q1 		$3.71M Buy
78,190
+4,262
+6% +$200K 0.89% 21
2024
Q4 		$3.43M Buy
73,928
+13,699
+23% +$647K 0.81% 21
2024
Q3 		$2.93M Buy
60,229
+557
+0.9% +$26.7K 0.69% 24
2024
Q2 		$2.78M Buy
59,672
+2,633
+5% +$122K 0.71% 24
2024
Q1 		$2.68M Buy
57,039
+3,404
+6% +$160K 0.69% 24
2023
Q4 		$2.56M Buy
53,635
+3,974
+8% +$182K 0.71% 23
2023
Q3 		$2.25M Sell
49,661
-5,076
-9% -$235K 0.7% 22
2023
Q2 		$2.58M Buy
54,737
+3,763
+7% +$179K 0.8% 21
2023
Q1 		$2.45M Buy
50,974
+22,446
+79% +$1.07M 0.81% 20
2022
Q4 		$1.33M Sell
28,528
-19,480
-41% -$908K 0.47% 30
2022
Q3 		$2.23M Buy
48,008
+2,818
+6% +$137K 0.85% 21
2022
Q2 		$2.21M Buy
45,190
+847
+2% +$41.9K 0.8% 21
2022
Q1 		$2.29M Buy
44,343
+10,532
+31% +$558K 0.72% 24
2021
Q4 		$1.87M Sell
33,811
-11,089
-25% -$610K 0.57% 26
2021
Q3 		$2.48M Buy
44,900
+3,995
+10% +$222K 0.77% 24
2021
Q2 		$2.26M Buy
40,905
+11,268
+38% +$619K 0.72% 24
2021
Q1 		$1.62M Buy
29,637
+6,355
+27% +$352K 0.56% 24
2020
Q4 		$1.32M Buy
23,282
+13,389
+135% +$755K 0.49% 27
2020
Q3 		$559K Buy
9,893
+2,859
+41% +$162K 0.25% 35
2020
Q2 		$398K Buy
7,034
+937
+15% +$52.5K 0.19% 43
2020
Q1 		$338K Buy
+6,097
New +$332K 0.18% 41

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Parkside Advisors's EAGG Position: Q2 2025 in Review

Parkside Advisors reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.7% in Q2 2025, selling an estimated $62.5K and leaving 76,859 shares worth $3.65M. The position accounts for 0.8% of the portfolio, ranked #23.

Parkside Advisors first reported a position in EAGG in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.71M in Q1 2025. 416 funds tracked by Wall St. Rank hold EAGG as of Q2 2025.

  • Parkside Advisors held 76,859 shares of iShares ESG Aware US Aggregate Bond ETF worth $3.65M as of Q2 2025.
  • Parkside Advisors sold 1,331 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2025, an estimated $62.5K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.8% of Parkside Advisors's portfolio in Q2 2025, its #23 holding.
  • Parkside Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • Parkside Advisors's iShares ESG Aware US Aggregate Bond ETF position peaked at $3.71M in Q1 2025.
  • 416 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.