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Pension & Wealth Management Advisors’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Pension & Wealth Management 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
2026
Q2 		$30.5K Buy
642
+6
+0.9% +$284 0.01% 374
2026
Q1 		$30.2K Buy
636
+8
+1% +$383 0.01% 345
2025
Q4 		$30.1K Hold
628
– – 0.01% 357
2025
Q3 		$30.2K Buy
+628
New +$29.9K 0.01% 339

Other funds holding EAGG

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 $80B AUM 26.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pension & Wealth Management Advisors's EAGG Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.94% in Q2 2026, buying an estimated $284 and bringing the position to 642 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #374.

Pension & Wealth Management Advisors first reported a position in EAGG in Q3 2025 and has held it in 4 quarters since. 461 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Pension & Wealth Management Advisors held 642 shares of iShares ESG Aware US Aggregate Bond ETF worth $30.5K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 6 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $284.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #374 holding.
  • Pension & Wealth Management Advisors first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 461 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.