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

rebel Financial’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 		$6.2M Buy
130,444
+1,297
+1% +$62.2K 2.69% 10
2025
Q4 		$6.18M Buy
+129,147
New +$6.21M 2.64% 11
2025
Q3 		– Sell
-130,634
Closed -$6.21M – 9
2025
Q2 		$6.21M Buy
+130,634
New +$6.14M 2.83% 10

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

rebel Financial's EAGG Position: Q1 2026 in Review

rebel Financial increased its iShares ESG Aware US Aggregate Bond ETF (EAGG) stake by 1% in Q1 2026, buying an estimated $62.2K and bringing the position to 130,444 shares worth $6.2M. The position accounts for 2.69% of the portfolio, ranked #10.

rebel Financial first reported a position in EAGG in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.21M in Q2 2025. 468 funds tracked by Wall St. Rank hold EAGG as of Q1 2026.

  • rebel Financial held 130,444 shares of iShares ESG Aware US Aggregate Bond ETF worth $6.2M as of Q1 2026.
  • rebel Financial bought 1,297 iShares ESG Aware US Aggregate Bond ETF shares in Q1 2026, an estimated $62.2K.
  • iShares ESG Aware US Aggregate Bond ETF made up 2.69% of rebel Financial's portfolio in Q1 2026, its #10 holding.
  • rebel Financial first reported a position in iShares ESG Aware US Aggregate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • rebel Financial's iShares ESG Aware US Aggregate Bond ETF position peaked at $6.21M in Q2 2025.
  • 468 funds tracked by Wall St. Rank held iShares ESG Aware US Aggregate Bond ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.