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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
Q2 		$2.9M Buy
61,255
+8,647
+16% +$410K 0.05% 335
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 $1.55T 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

Perigon Wealth Management's EAGG Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 16% in Q2 2026, buying an estimated $410K and bringing the position to 61,255 shares worth $2.9M. The position accounts for 0.05% of the portfolio, ranked #335.

Perigon Wealth Management first reported a position in EAGG in Q3 2023 and has held it in 12 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Perigon Wealth Management held 61,255 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.9M as of Q2 2026.
  • Perigon Wealth Management bought 8,647 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $410K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.05% of Perigon Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

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