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Pine Haven Investment Counsel’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Pine Haven Investment Counsel’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 		$2.17M Buy
45,833
+2,845
+7% +$135K 1.46% 18
2026
Q1 		$2.04M Buy
42,988
+1,790
+4% +$85.8K 1.5% 17
2025
Q4 		$1.97M Buy
41,198
+4,050
+11% +$195K 1.4% 16
2025
Q3 		$1.78M Sell
37,148
-1,500
-4% -$71.3K 1.29% 17
2025
Q2 		$1.84M Buy
38,648
+3,685
+11% +$173K 1.44% 17
2025
Q1 		$1.66M Buy
34,963
+3,283
+10% +$154K 1.39% 17
2024
Q4 		$1.47M Buy
31,680
+3,965
+14% +$187K 1.21% 20
2024
Q3 		$1.35M Buy
27,715
+2,722
+11% +$130K 1.09% 24
2024
Q2 		$1.16M Buy
24,993
+797
+3% +$36.9K 1% 29
2024
Q1 		$1.14M Buy
24,196
+1,185
+5% +$55.8K 1% 27
2023
Q4 		$1.1M Buy
23,011
+1,645
+8% +$75.3K 1.03% 25
2023
Q3 		$968K Buy
21,366
+65
+0.3% +$3.02K 1% 27
2023
Q2 		$1M Buy
21,301
+3,645
+21% +$174K 1% 27
2023
Q1 		$849K Buy
17,656
+500
+3% +$23.8K 0.89% 31
2022
Q4 		$802K Buy
17,156
+150
+0.9% +$6.99K 0.88% 32
2022
Q3 		$790K Sell
17,006
-200
-1% -$9.74K 0.96% 29
2022
Q2 		$842K Sell
17,206
-400
-2% -$19.8K 0.99% 29
2022
Q1 		$909K Buy
17,606
+1,400
+9% +$74.2K 0.89% 34
2021
Q4 		$895K Buy
+16,206
New +$892K 0.83% 38

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

Pine Haven Investment Counsel's EAGG Position: Q2 2026 in Review

Pine Haven Investment Counsel increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 6.6% in Q2 2026, buying an estimated $135K and bringing the position to 45,833 shares worth $2.17M. The position accounts for 1.46% of the portfolio, ranked #18.

Pine Haven Investment Counsel first reported a position in EAGG in Q4 2021 and has held it in 19 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Pine Haven Investment Counsel held 45,833 shares of iShares ESG Aware US Aggregate Bond ETF worth $2.17M as of Q2 2026.
  • Pine Haven Investment Counsel bought 2,845 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $135K.
  • iShares ESG Aware US Aggregate Bond ETF made up 1.46% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #18 holding.
  • Pine Haven Investment Counsel first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.