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Presilium Private Wealth’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Presilium Private Wealth’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 		$649K Buy
13,682
+1,367
+11% +$64.8K 0.1% 53
2026
Q1 		$586K Buy
12,315
+66
+0.5% +$3.16K 0.1% 47
2025
Q4 		$586K Buy
12,249
+60
+0.5% +$2.88K 0.11% 47
2025
Q3 		$585K Buy
12,189
+634
+5% +$30.1K 0.11% 49
2025
Q2 		$549K Buy
11,555
+511
+5% +$24K 0.11% 46
2025
Q1 		$524K Buy
11,044
+1,034
+10% +$48.5K 0.12% 48
2024
Q4 		$465K Buy
10,010
+705
+8% +$33.3K 0.11% 56
2024
Q3 		$452K Sell
9,305
-63
-0.7% -$3.02K 0.1% 54
2024
Q2 		$437K Buy
9,368
+223
+2% +$10.3K 0.11% 56
2024
Q1 		$430K Buy
9,145
+1,869
+26% +$87.9K 0.11% 55
2023
Q4 		$347K Sell
7,276
-1,155
-14% -$52.9K 0.1% 58
2023
Q3 		$382K Buy
+8,431
New +$391K 0.12% 45

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 22.9% 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

Presilium Private Wealth's EAGG Position: Q2 2026 in Review

Presilium Private Wealth increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 11% in Q2 2026, buying an estimated $64.8K and bringing the position to 13,682 shares worth $649K. The position accounts for 0.1% of the portfolio, ranked #53.

Presilium Private Wealth first reported a position in EAGG in Q3 2023 and has held it in 12 quarters since. 480 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Presilium Private Wealth held 13,682 shares of iShares ESG Aware US Aggregate Bond ETF worth $649K as of Q2 2026.
  • Presilium Private Wealth bought 1,367 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $64.8K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.1% of Presilium Private Wealth's portfolio in Q2 2026, its #53 holding.
  • Presilium Private Wealth first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.