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

Principal Securities’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 		$494K Buy
10,411
+4,546
+78% +$215K 0.01% 1076
2026
Q1 		$279K Sell
5,865
-24
-0.4% -$1.15K ﹤0.01% 1238
2025
Q4 		$282K Buy
5,889
+277
+5% +$13.3K ﹤0.01% 1167
2025
Q3 		$270K Buy
5,612
+400
+8% +$19K ﹤0.01% 1157
2025
Q2 		$248K Buy
5,212
+1,680
+48% +$78.9K ﹤0.01% 1140
2025
Q1 		$164K Hold
3,532
– – ﹤0.01% 1215
2024
Q4 		$164K Buy
3,532
+198
+6% +$9.35K ﹤0.01% 1212
2024
Q3 		$162K Hold
3,334
– – ﹤0.01% 1187
2024
Q2 		$155K Buy
3,334
+250
+8% +$11.6K ﹤0.01% 1143
2024
Q1 		$145K Sell
3,084
-53
-2% -$2.49K ﹤0.01% 1141
2023
Q4 		$150K Buy
+3,137
New +$144K 0.01% 1023

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 Securities's EAGG Position: Q2 2026 in Review

Principal Securities increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 78% in Q2 2026, buying an estimated $215K and bringing the position to 10,411 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #1076.

Principal Securities first reported a position in EAGG in Q4 2023 and has held it in 11 quarters since. 478 funds tracked by Wall St. Rank hold EAGG as of Q2 2026.

  • Principal Securities held 10,411 shares of iShares ESG Aware US Aggregate Bond ETF worth $494K as of Q2 2026.
  • Principal Securities bought 4,546 iShares ESG Aware US Aggregate Bond ETF shares in Q2 2026, an estimated $215K.
  • iShares ESG Aware US Aggregate Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1076 holding.
  • Principal Securities first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q2 2026.

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