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
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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Principal Financial Group's EAGG Position: Q1 2026 in Review

Principal Financial Group increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 14% in Q1 2026, buying an estimated $733K and bringing the position to 123,043 shares worth $5.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Principal Financial Group first reported a position in EAGG in Q1 2023 and has held it in 11 quarters since. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Principal Financial Group held 123,043 shares of iShares ESG Aware US Aggregate Bond ETF worth $5.85M as of Q1 2026.
  • Principal Financial Group bought 15,295 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $733K.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1580 holding.
  • Principal Financial Group first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q1 2023 and has held it in 11 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.