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EAGG icon

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
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 $1.37T 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 Securities's EAGG Position: Q1 2026 in Review

Principal Securities reduced its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 0.41% in Q1 2026, selling an estimated $1.15K and leaving 5,865 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Principal Securities first reported a position in EAGG in Q4 2023 and has held it in 10 quarters since. The position peaked at $282K in Q4 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • Principal Securities held 5,865 shares of iShares ESG Aware US Aggregate Bond ETF worth $279K as of Q1 2026.
  • Principal Securities sold 24 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $1.15K.
  • iShares ESG Aware US Aggregate Bond ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1238 holding.
  • Principal Securities first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's iShares ESG Aware US Aggregate Bond ETF position peaked at $282K in Q4 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.