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EAGG icon

&Partners’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

&Partners’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 		$2.11M Buy
43,747
+8,552
+24% +$410K 0.01% 877
2025
Q4 		$1.68M Buy
35,195
+1,771
+5% +$85.1K 0.01% 943
2025
Q3 		$1.61M Buy
33,424
+11,256
+51% +$535K 0.01% 855
2025
Q2 		$1.06M Buy
22,168
+935
+4% +$43.9K 0.01% 955
2025
Q1 		$1.02M Buy
21,233
+5,720
+37% +$268K 0.01% 818
2024
Q4 		$719K Buy
15,513
+7,557
+95% +$357K 0.01% 904
2024
Q3 		$387K Buy
+7,956
New +$381K 0.01% 981

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

&Partners's EAGG Position: Q1 2026 in Review

&Partners increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 24% in Q1 2026, buying an estimated $410K and bringing the position to 43,747 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #877.

&Partners first reported a position in EAGG in Q3 2024 and has held it in 7 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • &Partners held 43,747 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.11M as of Q1 2026.
  • &Partners bought 8,552 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $410K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #877 holding.
  • &Partners first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.