PWM
EAGG icon

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

Perigon 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
Q1 		$2.5M Buy
52,608
+5,727
+12% +$274K 0.05% 329
2025
Q4 		$2.24M Buy
46,881
+10,459
+29% +$503K 0.04% 343
2025
Q3 		$1.75M Sell
36,422
-190
-0.5% -$9.03K 0.04% 382
2025
Q2 		$1.74M Buy
36,612
+123
+0.3% +$5.78K 0.04% 358
2025
Q1 		$1.73M Buy
36,489
+11,213
+44% +$526K 0.04% 336
2024
Q4 		$1.17M Buy
25,276
+6,024
+31% +$285K 0.03% 407
2024
Q3 		$935K Buy
19,252
+1,365
+8% +$65.3K 0.02% 454
2024
Q2 		$834K Buy
17,887
+6,719
+60% +$311K 0.02% 414
2024
Q1 		$526K Buy
11,168
+1,830
+20% +$86.1K 0.02% 523
2023
Q4 		$446K Buy
9,338
+1,951
+26% +$89.3K 0.01% 529
2023
Q3 		$335K Buy
+7,387
New +$343K 0.01% 550

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

Perigon Wealth Management's EAGG Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 12% in Q1 2026, buying an estimated $274K and bringing the position to 52,608 shares worth $2.5M. The position accounts for 0.05% of the portfolio, ranked #329.

Perigon Wealth Management first reported a position in EAGG in Q3 2023 and has held it in 11 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Perigon Wealth Management held 52,608 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.5M as of Q1 2026.
  • Perigon Wealth Management bought 5,727 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $274K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.05% of Perigon Wealth Management's portfolio in Q1 2026, its #329 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.