Perigon Wealth Management
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
Q3 		$2.72M Sell
60,089
-1,166
-2% -$54.2K 0.04% 340
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Perigon Wealth Management's EAGG Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1.9% in Q3 2026, selling an estimated $54.2K and leaving 60,089 shares worth $2.72M. The position accounts for 0.04% of the portfolio, ranked #340.

Perigon Wealth Management first reported a position in EAGG in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.9M in Q2 2026. 457 funds tracked by Wall St. Rank hold EAGG as of Q3 2026.

  • Perigon Wealth Management held 60,089 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.72M as of Q3 2026.
  • Perigon Wealth Management sold 1,166 iShares ESG Aware US Aggregate Bond ETF shares in Q3 2026, an estimated $54.2K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.04% of Perigon Wealth Management's portfolio in Q3 2026, its #340 holding.
  • Perigon Wealth Management first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Perigon Wealth Management's iShares ESG Aware US Aggregate Bond ETF position peaked at $2.9M in Q2 2026.
  • 457 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.