Principal Financial Group
EAGG icon

Principal Financial Group’s iShares ESG Aware US Aggregate Bond ETF EAGG Stock Holding History

Principal Financial Group’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 		$5.83M Hold
123,043
– – ﹤0.01% 1617
2026
Q1 		$5.85M Buy
123,043
+15,295
+14% +$733K ﹤0.01% 1580
2025
Q4 		$5.16M Hold
107,748
– – ﹤0.01% 1606
2025
Q3 		$5.18M Buy
+107,748
New +$5.12M ﹤0.01% 1572
2025
Q1 		– Sell
-8,710
Closed -$404K – 2179
2024
Q4 		$404K Sell
8,710
-26,551
-75% -$1.25M ﹤0.01% 1993
2024
Q3 		$1.71M Buy
35,261
+8,202
+30% +$393K ﹤0.01% 1786
2024
Q2 		$1.26M Sell
27,059
-16,986
-39% -$787K ﹤0.01% 1828
2024
Q1 		$2.07M Hold
44,045
– – ﹤0.01% 1774
2023
Q4 		$2.1M Buy
44,045
+12,661
+40% +$580K ﹤0.01% 1764
2023
Q3 		$1.42M Buy
31,384
+15,119
+93% +$701K ﹤0.01% 1800
2023
Q2 		$767K Hold
16,265
– – ﹤0.01% 1878
2023
Q1 		$782K Buy
+16,265
New +$775K ﹤0.01% 1891

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

Principal Financial Group's EAGG Position: Q2 2026 in Review

Principal Financial Group held its iShares ESG Aware US Aggregate Bond ETF (EAGG) position steady in Q2 2026 at 123,043 shares worth $5.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Principal Financial Group first reported a position in EAGG in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.85M in Q1 2026. 479 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Principal Financial Group held 123,043 shares of iShares ESG Aware US Aggregate Bond ETF worth $5.83M as of Q2 2026.
  • Principal Financial Group left its iShares ESG Aware US Aggregate Bond ETF share count unchanged in Q2 2026.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1617 holding.
  • Principal Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • Principal Financial Group's iShares ESG Aware US Aggregate Bond ETF position peaked at $5.85M in Q1 2026.
  • 479 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.