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Patriot Financial Group Insurance Agency’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Patriot Financial Group Insurance Agency’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 		$704K Sell
14,850
-1,854
-11% -$87.9K 0.07% 264
2026
Q1 		$794K Buy
16,704
+8,695
+109% +$417K 0.04% 337
2025
Q4 		$383K Sell
8,009
-283
-3% -$13.6K 0.05% 336
2025
Q3 		$398K Sell
8,292
-3
-0% -$143 0.05% 329
2025
Q2 		$394K Buy
8,295
+1,053
+15% +$49.5K 0.05% 354
2025
Q1 		$344K Buy
7,242
+152
+2% +$7.12K 0.05% 359
2024
Q4 		$329K Sell
7,090
-1,523
-18% -$71.9K 0.04% 355
2024
Q3 		$419K Sell
8,613
-356
-4% -$17K 0.06% 319
2024
Q2 		$418K Sell
8,969
-403
-4% -$18.7K 0.06% 301
2024
Q1 		$441K Sell
9,372
-1,605
-15% -$75.5K 0.07% 289
2023
Q4 		$524K Buy
10,977
+966
+10% +$44.2K 0.1% 241
2023
Q3 		$453K Buy
10,011
+181
+2% +$8.4K 0.09% 256
2023
Q2 		$464K Buy
9,830
+3,208
+48% +$153K 0.09% 259
2023
Q1 		$318K Buy
+6,622
New +$315K 0.06% 319
2022
Q3 		– Sell
-2,171
Closed -$106K – 824
2022
Q2 		$106K Sell
2,171
-1,331
-38% -$65.9K 0.02% 526
2022
Q1 		$181K Buy
3,502
+568
+19% +$30.1K 0.03% 431
2021
Q4 		$162K Buy
2,934
+261
+10% +$14.4K 0.03% 512
2021
Q3 		$147K Buy
2,673
+155
+6% +$8.63K 0.03% 530
2021
Q2 		$139K Sell
2,518
-1,681
-40% -$92.3K 0.03% 531
2021
Q1 		$230K Sell
4,199
-368
-8% -$20.4K 0.05% 351
2020
Q4 		$258K Sell
4,567
-1,246
-21% -$70.2K 0.06% 291
2020
Q3 		$328K Buy
5,813
+697
+14% +$39.6K 0.11% 191
2020
Q2 		$289K Sell
5,116
-931
-15% -$52.1K 0.11% 180
2020
Q1 		$335K Sell
6,047
-13,511
-69% -$736K 0.15% 150
2019
Q4 		$1.05M Buy
19,558
+13,664
+232% +$736K 0.39% 45
2019
Q3 		$319K Buy
5,894
+5,549
+1,608% +$299K 0.14% 136
2019
Q2 		$18K Buy
+345
New +$18.1K 0.01% 671

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

Patriot Financial Group Insurance Agency's EAGG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 11% in Q2 2026, selling an estimated $87.9K and leaving 14,850 shares worth $704K. The position accounts for 0.07% of the portfolio, ranked #264.

Patriot Financial Group Insurance Agency first reported a position in EAGG in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.05M in Q4 2019. 477 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 14,850 shares of iShares ESG Aware US Aggregate Bond ETF worth $704K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 1,854 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $87.9K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.07% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #264 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2019 and has held it in 27 quarters since.
  • Patriot Financial Group Insurance Agency's iShares ESG Aware US Aggregate Bond ETF position peaked at $1.05M in Q4 2019.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.